+291.1%
APH vs BDX
-6.9%
+298.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.0% |
| 7D | +5.0% | -2.5% | +7.5% | +5.2% |
| 30D | -3.9% | +8.3% | -12.1% | -4.5% |
| 3M | +13.0% | +24.4% | -11.4% | +10.5% |
| 6M | +25.2% | +9.2% | +16.0% | +24.1% |
| YTD | +22.9% | +22.7% | +0.2% | +20.6% |
| 1Y | +47.8% | +25.9% | +22.0% | +44.6% |
| All | +291.1% | -6.9% | +298.0% | +290.3% |
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 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