+129.1%
ORCL vs RKT
-0.4%
+129.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 7D | -11.2% | +17.7% | -28.8% | -12.7% |
| 30D | -18.8% | +31.6% | -50.5% | -21.3% |
| 3M | -18.8% | +13.9% | -32.7% | -20.1% |
| 6M | -39.7% | +2.8% | -42.5% | -40.4% |
| YTD | -39.6% | -22.2% | -17.4% | -38.9% |
| 1Y | -51.7% | -3.5% | -48.2% | -52.1% |
| 3Y | +10.2% | +95.3% | -85.0% | +0.1% |
| 5Y | +30.8% | -0.4% | +31.2% | +20.7% |
| All | +129.1% | -0.4% | +129.5% | +107.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling