+11.9%
APH vs BDX
+56.8%
-44.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -1.1% |
| 7D | -5.0% | +7.3% | -12.3% | -4.4% |
| 30D | -8.4% | +15.7% | -24.1% | -7.7% |
| 3M | -4.5% | +19.1% | -23.6% | -3.8% |
| 6M | +25.3% | +44.1% | -18.9% | +23.8% |
| YTD | +18.9% | +42.1% | -23.1% | +19.8% |
| 1Y | +11.9% | +52.6% | -40.7% | +14.3% |
| All | +11.9% | +56.8% | -44.8% | +14.3% |
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