+16.9%
APA vs BBIO
+154.4%
-137.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | +4.6% | -3.2% | +7.8% | +4.8% |
| 30D | +11.9% | -13.6% | +25.5% | +13.0% |
| 3M | +22.5% | +7.2% | +15.2% | +21.4% |
| 6M | +37.5% | +1.5% | +36.1% | +36.6% |
| YTD | +87.2% | -5.3% | +92.4% | +86.5% |
| 1Y | +101.4% | +37.7% | +63.7% | +91.7% |
| 3Y | +16.9% | +153.9% | -137.0% | +3.4% |
| All | +16.9% | +154.4% | -137.5% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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