-49.6%
ORCL vs APO
-8.0%
-41.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.7% | -1.5% | +1.5% |
| 7D | +0.5% | +2.3% | -1.8% | -0.4% |
| 30D | -15.3% | +3.0% | -18.3% | -16.4% |
| 3M | -18.2% | -3.7% | -14.5% | -17.0% |
| 6M | -38.4% | -7.5% | -30.9% | -36.6% |
| YTD | -37.7% | -14.5% | -23.2% | -35.9% |
| All | -49.6% | -8.0% | -41.6% | -50.0% |
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 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