+132,206.2%
APH vs BDX
+5,044.0%
+127,162.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.3% |
| 7D | +5.0% | -2.5% | +7.5% | +5.8% |
| 30D | -3.9% | +8.3% | -12.1% | -6.3% |
| 3M | +13.0% | +24.4% | -11.4% | +4.8% |
| 6M | +25.2% | +9.2% | +16.0% | +21.0% |
| YTD | +22.9% | +22.7% | +0.2% | +14.2% |
| 1Y | +47.8% | +25.9% | +22.0% | +35.9% |
| 3Y | +283.0% | -10.5% | +293.5% | +284.0% |
| 5Y | +349.7% | +1.9% | +347.7% | +328.3% |
| 10Y | +1,061.2% | +58.7% | +1,002.5% | +842.9% |
| All | +132,206.2% | +5,044.0% | +127,162.2% | +36,930.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling