-49.6%
ORCL vs APH
+15.1%
-64.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.2% | -5.0% | -0.3% |
| 7D | +0.5% | +1.1% | -0.6% | -0.1% |
| 30D | -15.3% | -7.5% | -7.8% | -12.8% |
| 3M | -18.2% | -4.4% | -13.8% | -17.0% |
| 6M | -38.4% | +26.5% | -64.9% | -43.5% |
| YTD | -37.7% | +20.0% | -57.8% | -46.6% |
| All | -49.6% | +15.1% | -64.7% | -55.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling