+355.9%
APH vs BIIB
-33.3%
+389.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.1% |
| 7D | +5.0% | +1.1% | +3.9% | +4.8% |
| 30D | -3.9% | +6.9% | -10.8% | -4.9% |
| 3M | +13.0% | +12.4% | +0.6% | +10.4% |
| 6M | +25.2% | +16.3% | +8.9% | +21.2% |
| YTD | +22.9% | +25.5% | -2.5% | +17.1% |
| 1Y | +47.8% | +57.8% | -10.0% | +34.5% |
| 3Y | +283.0% | -17.3% | +300.4% | +289.9% |
| All | +355.9% | -33.3% | +389.3% | +385.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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