+45.4%
ORCL vs APO
+78.6%
-33.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.5% |
| 7D | +10.4% | +3.5% | +6.9% | +9.0% |
| 30D | -11.2% | +4.4% | -15.6% | -13.1% |
| 3M | -16.8% | -12.1% | -4.7% | -13.0% |
| 6M | -31.5% | -7.2% | -24.2% | -30.0% |
| YTD | -33.9% | -15.1% | -18.8% | -30.8% |
| 1Y | -43.3% | -7.7% | -35.6% | -42.5% |
| 3Y | +16.5% | +49.6% | -33.1% | -2.3% |
| 5Y | +45.4% | +78.3% | -32.9% | +8.7% |
| All | +45.4% | +78.6% | -33.2% | +8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling