+908.2%
APO vs BIIB
-26.8%
+935.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.6% | -2.8% |
| 7D | -4.9% | -4.0% | -0.8% | -4.2% |
| 30D | -8.4% | +5.7% | -14.1% | -9.4% |
| 3M | -2.1% | +10.9% | -13.0% | -4.4% |
| 6M | +19.2% | +14.3% | +4.9% | +15.4% |
| YTD | -10.5% | +22.4% | -32.9% | -14.8% |
| 1Y | -2.7% | +51.1% | -53.8% | -11.4% |
| 3Y | +52.5% | -16.8% | +69.3% | +53.5% |
| 5Y | +132.1% | -28.1% | +160.2% | +135.6% |
| All | +908.2% | -26.8% | +935.0% | +847.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 10y: compounded portfolio wealth divided by compounded BIIB 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…
10y analysis · Full analysis span regression · 6 months rolling