-43.0%
APP vs BMY
+45.3%
-88.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.2% | +0.5% | -3.7% |
| 7D | +0.1% | -3.3% | +3.4% | -1.0% |
| 30D | -10.0% | 0.0% | -10.0% | -10.0% |
| 3M | -44.6% | +17.7% | -62.4% | -41.0% |
| 6M | -37.9% | +9.6% | -47.5% | -34.8% |
| YTD | -53.7% | +24.0% | -77.7% | -50.2% |
| 1Y | -43.0% | +45.1% | -88.1% | -36.9% |
| All | -43.0% | +45.3% | -88.3% | -36.9% |
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