+26,041.2%
APH vs BMRN
+320.9%
+25,720.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.2% | +4.3% | +4.1% |
| 7D | -5.9% | -4.2% | -1.7% | -5.2% |
| 30D | -14.8% | +1.5% | -16.3% | -15.2% |
| 3M | -12.4% | -8.8% | -3.6% | -11.2% |
| 6M | +8.1% | +2.6% | +5.4% | +6.6% |
| YTD | +10.9% | -5.7% | +16.7% | +11.1% |
| 1Y | +8.8% | +8.1% | +0.7% | +5.8% |
| 3Y | +262.1% | -26.5% | +288.6% | +272.9% |
| 5Y | +283.1% | -33.2% | +316.4% | +297.3% |
| 10Y | +908.1% | -31.7% | +939.8% | +891.3% |
| All | +26,041.2% | +320.9% | +25,720.3% | +14,426.1% |
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 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