+57.1%
APD vs BBIO
+148.5%
-91.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -0.9% |
| 7D | -4.6% | -0.5% | -4.0% | -4.6% |
| 30D | -4.2% | -10.1% | +5.9% | -3.5% |
| 3M | +5.0% | +12.4% | -7.4% | +4.0% |
| 6M | +8.9% | +15.9% | -7.0% | +7.5% |
| YTD | +21.9% | -0.5% | +22.4% | +21.3% |
| 1Y | +5.6% | +42.2% | -36.6% | +2.3% |
| 3Y | +6.9% | +167.8% | -160.9% | -2.1% |
| 5Y | +25.3% | +49.6% | -24.2% | +8.0% |
| All | +57.1% | +148.5% | -91.4% | +18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling