+352.5%
APH vs BDX
-2.5%
+355.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +1.6% | -4.1% | +5.7% | +2.4% |
| 30D | -3.0% | +0.1% | -3.1% | -3.0% |
| 3M | +5.7% | +18.3% | -12.5% | +2.0% |
| 6M | +20.0% | +10.1% | +9.9% | +17.5% |
| YTD | +20.8% | +19.4% | +1.4% | +16.1% |
| 1Y | +40.2% | +22.3% | +17.9% | +33.8% |
| 3Y | +288.1% | -9.4% | +297.5% | +296.8% |
| 5Y | +352.5% | -2.0% | +354.5% | +347.9% |
| All | +352.5% | -2.5% | +355.0% | +347.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling