-37.1%
APP vs BMY
+39.1%
-76.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.8% |
| 7D | +79.2% | -1.4% | +80.6% | +78.0% |
| 30D | +48.0% | +5.1% | +42.9% | +50.5% |
| 3M | +18.2% | -3.0% | +21.2% | +16.9% |
| 6M | -12.5% | +13.1% | -25.6% | -7.0% |
| YTD | -39.2% | +20.3% | -59.5% | -34.2% |
| All | -37.1% | +39.1% | -76.1% | -30.0% |
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