+7.1%
ORCL vs APH
+278.0%
-270.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.0% |
| 7D | -6.5% | -5.0% | -1.5% | -4.0% |
| 30D | -16.6% | -8.4% | -8.2% | -12.5% |
| 3M | -21.6% | -4.5% | -17.1% | -20.0% |
| 6M | -39.4% | +25.3% | -64.6% | -47.6% |
| YTD | -38.7% | +18.9% | -57.6% | -48.2% |
| 1Y | -50.4% | +11.9% | -62.3% | -56.2% |
| All | +7.1% | +278.0% | -270.9% | -60.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling