+136.4%
ORCL vs RKT
+0.4%
+135.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +3.1% |
| 7D | +0.5% | +10.3% | -9.8% | -0.5% |
| 30D | -15.3% | +32.3% | -47.6% | -17.9% |
| 3M | -18.2% | +10.7% | -28.9% | -19.3% |
| 6M | -38.4% | -3.2% | -35.2% | -38.7% |
| YTD | -37.7% | -21.5% | -16.2% | -37.0% |
| 1Y | -49.3% | -6.0% | -43.3% | -49.5% |
| 3Y | +10.6% | +104.2% | -93.6% | +0.1% |
| 5Y | +35.5% | +2.5% | +33.0% | +24.9% |
| All | +136.4% | +0.4% | +135.9% | +113.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling