+16.5%
APH vs BDX
+48.3%
-31.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -1.6% |
| 7D | +4.9% | +2.9% | +2.0% | +5.2% |
| 30D | -5.4% | +15.4% | -20.8% | -4.5% |
| 3M | -5.5% | +20.5% | -26.0% | -4.6% |
| 6M | +25.9% | +53.2% | -27.3% | +23.0% |
| YTD | +16.4% | +45.7% | -29.3% | +17.0% |
| 1Y | +16.5% | +47.3% | -30.8% | +17.3% |
| All | +16.5% | +48.3% | -31.8% | +17.3% |
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