+355.9%
APH vs BMRN
-14.7%
+370.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | +2.9% | +2.1% | +4.3% |
| 30D | -3.9% | +11.0% | -14.9% | -6.2% |
| 3M | +13.0% | +17.8% | -4.8% | +8.5% |
| 6M | +25.2% | +10.1% | +15.1% | +21.8% |
| YTD | +22.9% | +11.9% | +11.0% | +19.1% |
| 1Y | +47.8% | +17.2% | +30.6% | +41.0% |
| 3Y | +283.0% | -28.5% | +311.5% | +301.0% |
| All | +355.9% | -14.7% | +370.6% | +345.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling