+378.5%
APP vs BBIO
+34.1%
+344.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.6% |
| 7D | +0.1% | -2.4% | +2.5% | +0.6% |
| 30D | -10.0% | -11.5% | +1.5% | -7.7% |
| 3M | -44.6% | +11.0% | -55.6% | -46.1% |
| 6M | -37.9% | +14.4% | -52.2% | -40.4% |
| YTD | -53.7% | -2.3% | -51.4% | -54.2% |
| 1Y | -43.0% | +37.7% | -80.7% | -48.1% |
| 3Y | +640.8% | +163.1% | +477.6% | +464.2% |
| 5Y | +358.8% | +49.5% | +309.3% | +136.9% |
| All | +378.5% | +34.1% | +344.5% | +137.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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