+1,659.1%
APO vs BIIB
+254.5%
+1,404.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.6% | +1.5% |
| 7D | +5.8% | +2.0% | +3.7% | +5.3% |
| 30D | +8.9% | +8.8% | +0.1% | +7.0% |
| 3M | -13.6% | +20.3% | -33.9% | -16.9% |
| 6M | -5.4% | +23.9% | -29.3% | -10.1% |
| YTD | -13.6% | +44.0% | -57.6% | -20.9% |
| 1Y | -2.5% | +53.8% | -56.3% | -12.0% |
| 3Y | +50.9% | +13.8% | +37.0% | +42.7% |
| 5Y | +81.4% | -6.3% | +87.7% | +75.3% |
| 10Y | +843.9% | -20.6% | +864.5% | +755.8% |
| All | +1,659.1% | +254.5% | +1,404.6% | +837.4% |
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