-55.4%
APP vs BDX
+54.0%
-109.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.6% | +5.1% | +11.0% |
| 7D | +4.5% | +7.2% | -2.7% | +5.1% |
| 30D | -3.6% | +15.8% | -19.4% | -1.9% |
| 3M | -35.3% | +23.7% | -58.9% | -32.9% |
| 6M | -42.8% | +44.8% | -87.6% | -39.5% |
| YTD | -59.7% | +39.8% | -99.4% | -55.4% |
| 1Y | -55.4% | +52.3% | -107.7% | -44.5% |
| All | -55.4% | +54.0% | -109.4% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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