+336.6%
ORCL vs APO
+1,518.9%
-1,182.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +0.9% |
| 7D | -11.2% | +0.8% | -11.9% | -11.7% |
| 30D | -18.8% | +1.0% | -19.9% | -19.4% |
| 3M | -18.8% | -8.4% | -10.4% | -17.1% |
| 6M | -39.7% | -9.1% | -30.6% | -38.4% |
| YTD | -39.6% | -18.3% | -21.3% | -36.6% |
| 1Y | -51.7% | -8.0% | -43.8% | -51.1% |
| 3Y | +10.2% | +47.1% | -36.8% | -3.6% |
| 5Y | +30.8% | +67.2% | -36.3% | +7.4% |
| 10Y | +252.1% | +871.8% | -619.8% | +71.3% |
| All | +336.6% | +1,518.9% | -1,182.3% | +73.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling