+127,881.2%
APH vs BDX
+5,855.0%
+122,026.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | -5.0% | +7.3% | -12.3% | -7.3% |
| 30D | -8.4% | +15.7% | -24.1% | -12.7% |
| 3M | -4.5% | +19.1% | -23.6% | -10.0% |
| 6M | +25.3% | +44.1% | -18.9% | +10.5% |
| YTD | +18.9% | +42.1% | -23.1% | +5.1% |
| 1Y | +11.9% | +52.6% | -40.7% | -3.5% |
| 3Y | +278.0% | +22.6% | +255.4% | +241.7% |
| 5Y | +306.4% | +23.3% | +283.1% | +263.2% |
| 10Y | +955.2% | +84.8% | +870.4% | +713.7% |
| All | +127,881.2% | +5,855.0% | +122,026.3% | +33,960.5% |
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