+1,062.4%
APH vs BMRN
-33.1%
+1,095.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +1.6% | -3.8% | +5.4% | +2.6% |
| 30D | -3.0% | -6.5% | +3.5% | -1.5% |
| 3M | +5.7% | +11.2% | -5.5% | +2.5% |
| 6M | +20.0% | +5.8% | +14.2% | +17.5% |
| YTD | +20.8% | +8.4% | +12.4% | +17.4% |
| 1Y | +40.2% | +15.7% | +24.6% | +33.5% |
| 3Y | +288.1% | -28.6% | +316.7% | +306.2% |
| 5Y | +352.5% | -19.6% | +372.1% | +350.6% |
| 10Y | +1,062.4% | -31.5% | +1,094.0% | +997.4% |
| All | +1,062.4% | -33.1% | +1,095.5% | +997.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 10y: compounded portfolio wealth divided by compounded BMRN 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…
10y analysis · Full analysis span regression · 6 months rolling