+364.8%
ORCL vs KWEB
+12.9%
+351.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +8.0% | -7.8% | +15.8% | +9.7% |
| 30D | -4.0% | -6.4% | +2.5% | -2.9% |
| 3M | -19.5% | -14.6% | -4.9% | -17.0% |
| 6M | -33.5% | -25.0% | -8.4% | -29.7% |
| YTD | -34.8% | -32.7% | -2.2% | -29.7% |
| 1Y | -41.6% | -37.3% | -4.3% | -36.2% |
| 3Y | +13.8% | -5.9% | +19.7% | +12.7% |
| 5Y | +43.4% | -47.1% | +90.5% | +54.8% |
| 10Y | +268.8% | -22.3% | +291.2% | +215.9% |
| All | +364.8% | +12.9% | +351.9% | +238.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KWEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling