+282.2%
APH vs VRTX
+183.5%
+98.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.3% | +4.0% |
| 7D | -5.9% | -2.1% | -3.8% | -5.7% |
| 30D | -14.8% | +8.2% | -23.0% | -16.0% |
| 3M | -12.4% | +13.0% | -25.5% | -14.5% |
| 6M | +8.1% | +27.9% | -19.9% | +2.9% |
| YTD | +10.9% | +20.7% | -9.7% | +6.5% |
| 1Y | +8.8% | +31.4% | -22.7% | +2.5% |
| 3Y | +262.1% | +41.8% | +220.2% | +228.2% |
| All | +282.2% | +183.5% | +98.7% | +189.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 5y: compounded portfolio wealth divided by compounded VRTX 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…
5y analysis · Full analysis span regression · 6 months rolling