+236.1%
ALNY vs APD
+166.7%
+69.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +0.7% |
| 7D | -6.5% | -3.3% | -3.3% | -5.5% |
| 30D | +11.0% | -4.2% | +15.2% | +12.7% |
| 3M | -14.1% | +5.4% | -19.5% | -16.1% |
| 6M | -22.4% | +6.3% | -28.7% | -24.6% |
| YTD | -37.5% | +20.3% | -57.8% | -42.0% |
| 1Y | -46.9% | +1.6% | -48.5% | -47.9% |
| 3Y | +22.1% | +4.0% | +18.1% | +16.6% |
| 5Y | +31.2% | +23.3% | +7.9% | +15.0% |
| All | +236.1% | +166.7% | +69.4% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling