+346.9%
ORCL vs APD
+164.4%
+182.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.0% | +3.5% |
| 7D | +5.3% | -2.2% | +7.5% | +6.2% |
| 30D | +10.0% | +2.1% | +7.9% | +9.0% |
| 3M | -32.6% | +7.2% | -39.8% | -34.9% |
| 6M | +4.9% | +11.2% | -6.3% | -0.8% |
| YTD | -17.8% | +24.4% | -42.1% | -26.2% |
| 1Y | -28.0% | +6.7% | -34.7% | -31.6% |
| 3Y | +36.0% | +9.2% | +26.8% | +24.5% |
| 5Y | +88.7% | +27.4% | +61.4% | +55.3% |
| All | +346.9% | +164.4% | +182.5% | +128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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