+1,804.4%
APO vs BIIB
+208.9%
+1,595.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.3% |
| 7D | -1.0% | +1.1% | -2.1% | -1.2% |
| 30D | +3.5% | +6.9% | -3.4% | +2.0% |
| 3M | +4.5% | +12.4% | -7.9% | +1.5% |
| 6M | +22.8% | +16.3% | +6.5% | +18.0% |
| YTD | -6.5% | +25.5% | -32.0% | -11.8% |
| 1Y | +0.8% | +57.8% | -57.0% | -9.8% |
| 3Y | +62.0% | -17.3% | +79.3% | +63.8% |
| 5Y | +138.2% | -33.8% | +172.1% | +147.2% |
| 10Y | +940.3% | -29.6% | +969.8% | +864.0% |
| All | +1,804.4% | +208.9% | +1,595.5% | +944.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling