+9.3%
ORCL vs APP
+804.7%
-795.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +31.0% | -38.0% | -12.7% |
| 7D | -17.5% | +39.7% | -57.2% | -23.8% |
| 30D | -20.2% | +27.7% | -47.9% | -24.8% |
| 3M | -19.9% | -14.8% | -5.2% | -18.8% |
| 6M | -37.4% | -25.5% | -11.9% | -35.1% |
| YTD | -40.1% | -47.2% | +7.0% | -35.2% |
| 1Y | -53.4% | -42.3% | -11.1% | -50.4% |
| All | +9.3% | +804.7% | -795.4% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 3y: compounded portfolio wealth divided by compounded APP 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…
3y analysis · Full analysis span regression · 6 months rolling