+506.6%
APP vs BDX
+21.7%
+484.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.3% |
| 7D | +61.1% | +7.3% | +53.8% | +59.5% |
| 30D | +42.8% | +15.7% | +27.1% | +39.9% |
| 3M | +16.7% | +19.1% | -2.4% | +13.9% |
| 6M | -15.6% | +44.1% | -59.7% | -20.4% |
| YTD | -41.3% | +42.1% | -83.4% | -44.7% |
| 1Y | -39.3% | +52.6% | -91.9% | -43.7% |
| 3Y | +803.2% | +22.6% | +780.6% | +741.8% |
| 5Y | +313.2% | +23.3% | +289.8% | +291.8% |
| All | +506.6% | +21.7% | +484.9% | +465.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling