+32.7%
ORCL vs RKT
+42.6%
-9.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.2% |
| 7D | +5.3% | +2.1% | +3.2% | +5.0% |
| 30D | +10.0% | +1.4% | +8.5% | +9.7% |
| 3M | -32.6% | +6.3% | -38.9% | -33.4% |
| 6M | +4.9% | -15.5% | +20.4% | +6.1% |
| YTD | -17.8% | -27.4% | +9.6% | -15.4% |
| 1Y | -28.0% | -26.6% | -1.4% | -26.1% |
| All | +32.7% | +42.6% | -9.9% | +24.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling