-4.4%
APO vs BMRN
+8.7%
-13.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.6% | +5.5% | +7.9% |
| 7D | +8.2% | +2.0% | +6.2% | +8.0% |
| 30D | +6.4% | -0.7% | +7.1% | +6.4% |
| 3M | -7.4% | -5.9% | -1.5% | -7.0% |
| 6M | -4.2% | +3.0% | -7.2% | -3.7% |
| YTD | -14.1% | -3.9% | -10.3% | -13.6% |
| 1Y | -4.4% | +8.8% | -13.2% | -4.4% |
| All | -4.4% | +8.7% | -13.1% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 1y: compounded portfolio wealth divided by compounded BMRN 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…
1y analysis · Full analysis span regression · 6 months rolling