+11.3%
APH vs BMY
+38.4%
-27.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +0.4% | -2.0% | +2.4% | 0.0% |
| 30D | -8.0% | +9.3% | -17.2% | -6.8% |
| 3M | -5.0% | -0.1% | -4.9% | -4.3% |
| 6M | +29.9% | +15.5% | +14.4% | +31.5% |
| YTD | +18.0% | +21.8% | -3.9% | +20.7% |
| 1Y | +11.3% | +34.9% | -23.5% | +14.3% |
| All | +11.3% | +38.4% | -27.1% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 1y: compounded portfolio wealth divided by compounded BMY 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…
1y analysis · Full analysis span regression · 6 months rolling