+916.7%
APO vs BMRN
-29.6%
+946.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.8% |
| 7D | -3.5% | -1.3% | -2.2% | -3.1% |
| 30D | -6.6% | -6.5% | -0.1% | -4.6% |
| 3M | -3.3% | +18.3% | -21.5% | -8.7% |
| 6M | +22.6% | +8.9% | +13.7% | +18.2% |
| YTD | -9.8% | +10.5% | -20.3% | -13.8% |
| 1Y | -3.9% | +17.5% | -21.3% | -10.9% |
| 3Y | +52.5% | -27.7% | +80.2% | +62.3% |
| 5Y | +134.0% | -15.8% | +149.8% | +132.0% |
| All | +916.7% | -29.6% | +946.3% | +857.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling