+0.8%
APO vs REGN
+46.5%
-45.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.5% |
| 7D | -1.0% | +4.2% | -5.2% | -1.2% |
| 30D | +3.5% | +7.8% | -4.4% | +3.1% |
| 3M | +4.5% | +31.8% | -27.3% | +3.4% |
| 6M | +22.8% | +5.4% | +17.4% | +22.0% |
| YTD | -6.5% | +7.7% | -14.2% | -6.9% |
| 1Y | +0.8% | +46.7% | -45.8% | +2.3% |
| All | +0.8% | +46.5% | -45.6% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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