+288.5%
APH vs BDX
+22.8%
+265.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.6% | +6.6% | +8.2% |
| 7D | +1.1% | +8.4% | -7.3% | +0.9% |
| 30D | -7.5% | +17.1% | -24.6% | -8.1% |
| 3M | -4.4% | +22.4% | -26.9% | -5.4% |
| 6M | +26.5% | +45.9% | -19.5% | +22.9% |
| YTD | +20.0% | +43.8% | -23.8% | +17.0% |
| 1Y | +16.9% | +57.8% | -40.9% | +12.9% |
| 3Y | +288.5% | +25.4% | +263.1% | +279.7% |
| All | +288.5% | +22.8% | +265.7% | +279.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling