+1,082.3%
APH vs BDX
+59.3%
+1,023.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.8% | +4.3% |
| 7D | +1.4% | -3.2% | +4.5% | +2.4% |
| 30D | -1.2% | -2.5% | +1.3% | -0.5% |
| 3M | +10.3% | +21.4% | -11.2% | +2.9% |
| 6M | +25.2% | +10.4% | +14.8% | +20.6% |
| YTD | +24.6% | +18.8% | +5.8% | +16.8% |
| 1Y | +41.4% | +21.7% | +19.8% | +31.1% |
| 3Y | +297.8% | -10.0% | +307.8% | +302.5% |
| 5Y | +366.0% | -1.8% | +367.8% | +348.2% |
| All | +1,082.3% | +59.3% | +1,023.0% | +872.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling