+291.1%
APH vs BMRN
-26.7%
+317.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | +2.9% | +2.1% | +4.5% |
| 30D | -3.9% | +11.0% | -14.9% | -5.6% |
| 3M | +13.0% | +17.8% | -4.8% | +9.6% |
| 6M | +25.2% | +10.1% | +15.1% | +22.5% |
| YTD | +22.9% | +11.9% | +11.0% | +20.0% |
| 1Y | +47.8% | +17.2% | +30.6% | +42.7% |
| All | +291.1% | -26.7% | +317.7% | +293.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling