+51,322.5%
ORCL vs APH
+132,206.3%
-80,883.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.7% |
| 7D | +5.3% | +5.0% | +0.3% | +3.1% |
| 30D | +10.0% | -3.9% | +13.8% | +11.5% |
| 3M | -32.6% | +13.0% | -45.6% | -36.3% |
| 6M | +4.9% | +25.2% | -20.2% | -5.7% |
| YTD | -17.8% | +22.9% | -40.7% | -26.5% |
| 1Y | -28.0% | +47.8% | -75.8% | -40.3% |
| 3Y | +36.0% | +283.0% | -247.0% | -23.0% |
| 5Y | +88.7% | +349.7% | -260.9% | -0.1% |
| 10Y | +346.9% | +1,061.2% | -714.3% | +62.1% |
| All | +51,322.5% | +132,206.3% | -80,883.8% | +3,455.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling