-55.4%
APP vs BMY
+45.9%
-101.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.0% | +6.7% | +11.8% |
| 7D | +4.5% | +6.0% | -1.4% | +6.2% |
| 30D | -3.6% | +9.1% | -12.8% | -1.0% |
| 3M | -35.3% | -2.6% | -32.7% | -36.0% |
| 6M | -42.8% | +13.1% | -55.9% | -39.4% |
| YTD | -59.7% | +23.0% | -82.7% | -56.5% |
| 1Y | -55.4% | +45.6% | -100.9% | -51.0% |
| All | -55.4% | +45.9% | -101.2% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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