+51,322.4%
ORCL vs APH
+61,451.9%
-10,129.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -47.8% | +54.3% | +24.7% |
| 7D | +4.5% | -48.7% | +53.2% | +23.3% |
| 30D | +10.0% | -51.9% | +61.9% | +33.1% |
| 3M | -32.6% | -43.6% | +11.0% | -23.9% |
| 6M | +4.9% | -37.5% | +42.5% | +12.6% |
| YTD | -17.8% | -38.6% | +20.9% | -12.2% |
| 1Y | -28.0% | -26.3% | -1.7% | -28.7% |
| 3Y | +36.0% | +89.2% | -53.2% | -7.7% |
| 5Y | +88.7% | +119.8% | -31.1% | +20.3% |
| 10Y | +346.9% | +454.3% | -107.3% | +96.9% |
| All | +51,322.4% | +61,451.9% | -10,129.5% | +4,259.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling