-26.3%
APH vs BDX
+27.3%
-53.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.8% | -46.0% | -47.5% |
| 7D | -48.7% | -1.8% | -46.9% | -48.4% |
| 30D | -51.9% | +8.3% | -60.2% | -51.8% |
| 3M | -43.6% | +24.4% | -67.9% | -44.1% |
| 6M | -37.5% | +9.2% | -46.7% | -37.5% |
| YTD | -38.6% | +22.7% | -61.4% | -38.2% |
| 1Y | -26.3% | +25.9% | -52.2% | -25.2% |
| All | -26.3% | +27.3% | -53.6% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling