+850.7%
APP vs BMY
+42.3%
+808.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -3.0% |
| 7D | +10.6% | -1.3% | +11.8% | +10.2% |
| 30D | +44.6% | +10.0% | +34.6% | +48.1% |
| 3M | +29.6% | -1.2% | +30.8% | +29.6% |
| 6M | -19.8% | +12.8% | -32.6% | -16.7% |
| YTD | -41.6% | +20.7% | -62.3% | -38.2% |
| 1Y | -32.7% | +32.6% | -65.3% | -27.6% |
| All | +850.7% | +42.3% | +808.4% | +928.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling