+288.5%
APH vs BMRN
-33.2%
+321.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.1% | +6.2% | +7.9% |
| 7D | +1.1% | -0.5% | +1.5% | +1.1% |
| 30D | -7.5% | +4.3% | -11.8% | -8.1% |
| 3M | -4.4% | -10.4% | +6.0% | -3.1% |
| 6M | +26.5% | +5.8% | +20.7% | +23.9% |
| YTD | +20.0% | -3.8% | +23.8% | +19.7% |
| 1Y | +16.9% | +11.1% | +5.7% | +13.2% |
| 3Y | +288.5% | -31.7% | +320.2% | +293.1% |
| All | +288.5% | -33.2% | +321.7% | +293.1% |
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