+246.0%
ORCL vs APO
+890.3%
-644.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -2.0% | -1.6% |
| 7D | -6.5% | +8.1% | -14.6% | -8.8% |
| 30D | -16.6% | +3.4% | -20.0% | -17.8% |
| 3M | -21.6% | -6.6% | -15.0% | -20.3% |
| 6M | -39.4% | -7.1% | -32.3% | -38.3% |
| YTD | -38.7% | -14.1% | -24.5% | -36.5% |
| 1Y | -50.4% | -4.7% | -45.7% | -50.2% |
| 3Y | +8.1% | +51.3% | -43.2% | -6.9% |
| 5Y | +34.5% | +82.7% | -48.2% | +6.6% |
| 10Y | +246.0% | +845.7% | -599.7% | +95.0% |
| All | +246.0% | +890.3% | -644.3% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling