+629.7%
APH vs BBIO
+144.2%
+485.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +0.2% | -2.4% | +2.6% | +0.4% |
| 30D | -3.3% | -11.5% | +8.2% | -2.2% |
| 3M | +14.0% | +11.0% | +3.1% | +12.7% |
| 6M | +24.4% | +14.4% | +10.1% | +22.5% |
| YTD | +21.4% | -2.3% | +23.7% | +21.2% |
| 1Y | +48.9% | +37.7% | +11.2% | +43.7% |
| 3Y | +290.1% | +163.1% | +127.0% | +248.2% |
| 5Y | +352.8% | +49.5% | +303.3% | +270.9% |
| All | +629.7% | +144.2% | +485.5% | +403.6% |
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