+345.6%
APH vs BBIO
+40.9%
+304.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.7% | +3.4% | -1.0% |
| 7D | -2.2% | -3.9% | +1.6% | -1.9% |
| 30D | -4.0% | -13.4% | +9.4% | -3.0% |
| 3M | +7.7% | +7.6% | +0.2% | +6.9% |
| 6M | +17.8% | -2.4% | +20.2% | +17.8% |
| YTD | +19.2% | -5.2% | +24.4% | +19.3% |
| 1Y | +35.7% | +36.9% | -1.2% | +32.2% |
| 3Y | +282.9% | +155.2% | +127.7% | +253.4% |
| 5Y | +345.6% | +44.0% | +301.6% | +270.5% |
| All | +345.6% | +40.9% | +304.7% | +270.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling