-45.3%
APP vs BDX
+22.7%
-68.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.0% |
| 7D | -4.4% | -3.6% | -0.8% | -5.0% |
| 30D | -10.0% | +0.7% | -10.7% | -9.8% |
| 3M | -41.4% | +19.0% | -60.4% | -40.1% |
| 6M | -41.0% | +10.8% | -51.8% | -41.5% |
| YTD | -54.7% | +20.1% | -74.9% | -52.8% |
| 1Y | -45.3% | +23.1% | -68.4% | -40.5% |
| All | -45.3% | +22.7% | -68.0% | -40.5% |
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