+1,777.9%
APO vs BMRN
+164.6%
+1,613.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.5% | -0.6% |
| 7D | +0.1% | -0.3% | +0.4% | +0.2% |
| 30D | +3.9% | +1.3% | +2.6% | +3.4% |
| 3M | +3.8% | +14.3% | -10.5% | -0.3% |
| 6M | +22.3% | +5.7% | +16.5% | +19.5% |
| YTD | -7.8% | +8.7% | -16.6% | -10.9% |
| 1Y | -0.3% | +14.6% | -15.0% | -5.8% |
| 3Y | +57.1% | -28.3% | +85.5% | +65.8% |
| 5Y | +137.0% | -15.7% | +152.7% | +136.6% |
| 10Y | +946.8% | -33.7% | +980.5% | +940.5% |
| All | +1,777.9% | +164.6% | +1,613.4% | +1,115.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling