+28,866.6%
APH vs BMRN
+399.8%
+28,466.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.0% |
| 3M | +13.0% | +17.8% | -4.8% | +9.0% |
| 6M | +25.2% | +10.1% | +15.1% | +22.1% |
| YTD | +22.9% | +11.9% | +11.0% | +19.4% |
| 1Y | +47.8% | +17.2% | +30.6% | +41.7% |
| 3Y | +283.0% | -28.5% | +311.5% | +297.3% |
| 5Y | +349.7% | -21.7% | +371.3% | +352.2% |
| 10Y | +1,061.2% | -30.5% | +1,091.7% | +1,038.3% |
| All | +28,866.6% | +399.8% | +28,466.9% | +15,505.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling