+126,856.7%
APH vs BMY
+1,011.8%
+125,844.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +0.4% | -2.0% | +2.4% | +0.9% |
| 30D | -8.0% | +9.3% | -17.2% | -10.4% |
| 3M | -5.0% | -0.1% | -4.9% | -5.5% |
| 6M | +29.9% | +15.5% | +14.4% | +23.8% |
| YTD | +18.0% | +21.8% | -3.9% | +10.6% |
| 1Y | +11.3% | +34.9% | -23.5% | +1.4% |
| 3Y | +274.9% | +43.2% | +231.8% | +226.8% |
| 5Y | +300.6% | +30.7% | +269.9% | +255.2% |
| 10Y | +944.2% | +59.3% | +884.9% | +761.7% |
| All | +126,856.7% | +1,011.8% | +125,844.9% | +69,340.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling