-28.0%
ORCL vs RKT
-21.9%
-6.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.3% |
| 7D | +5.3% | +2.1% | +3.2% | +4.8% |
| 30D | +10.0% | +1.4% | +8.5% | +9.4% |
| 3M | -32.6% | +6.3% | -38.9% | -33.9% |
| 6M | +4.9% | -15.5% | +20.4% | +6.6% |
| YTD | -17.8% | -27.4% | +9.6% | -13.0% |
| 1Y | -28.0% | -26.6% | -1.4% | -19.9% |
| All | -28.0% | -21.9% | -6.1% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 1y: compounded portfolio wealth divided by compounded RKT 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…
1y analysis · Full analysis span regression · 6 months rolling