+91.4%
ORCL vs APH
+350.9%
-259.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.6% |
| 7D | +5.3% | +5.0% | +0.3% | +2.3% |
| 30D | +10.0% | -3.9% | +13.8% | +12.1% |
| 3M | -32.6% | +13.0% | -45.6% | -37.9% |
| 6M | +4.9% | +25.2% | -20.2% | -10.5% |
| YTD | -17.8% | +22.9% | -40.7% | -31.3% |
| 1Y | -28.0% | +47.8% | -75.8% | -47.3% |
| 3Y | +36.0% | +283.0% | -247.0% | -46.7% |
| All | +91.4% | +350.9% | -259.4% | -33.4% |
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 2021-09-04 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling