-31.1%
ORCL vs RKT
-31.9%
+0.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.1% | +2.7% |
| 7D | +15.0% | +6.0% | +9.0% | +13.6% |
| 30D | +10.5% | +0.7% | +9.9% | +10.2% |
| 3M | -23.0% | +11.8% | -34.8% | -25.5% |
| 6M | +7.0% | -7.6% | +14.6% | +6.8% |
| YTD | -15.8% | -28.7% | +12.9% | -10.9% |
| 1Y | -31.1% | -32.6% | +1.5% | -19.8% |
| All | -31.1% | -31.9% | +0.8% | -19.8% |
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