+285.6%
APH vs BMY
+24.3%
+261.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.7% | +0.8% |
| 7D | +5.0% | +0.4% | +4.6% | +5.0% |
| 30D | -3.9% | +5.0% | -8.9% | -3.7% |
| 3M | +13.0% | +19.4% | -6.4% | +13.5% |
| 6M | +25.2% | +9.5% | +15.6% | +25.7% |
| YTD | +22.9% | +28.1% | -5.1% | +23.8% |
| 1Y | +47.8% | +50.0% | -2.1% | +49.2% |
| All | +285.6% | +24.3% | +261.3% | +294.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling