-32.7%
ORCL vs APO
+2.5%
-35.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.3% |
| 7D | +5.3% | -1.0% | +6.3% | +5.6% |
| 30D | +10.0% | +3.5% | +6.5% | +8.9% |
| 3M | -32.6% | +4.5% | -37.1% | -33.4% |
| 6M | +4.9% | +22.8% | -17.8% | +0.3% |
| YTD | -17.8% | -6.5% | -11.3% | -21.0% |
| All | -32.7% | +2.5% | -35.1% | -34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling