-26.4%
APP vs BSX
-57.1%
+30.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.3% | +3.6% | +3.9% |
| 7D | +4.6% | +3.7% | +0.9% | +4.3% |
| 30D | +56.0% | +3.1% | +52.9% | +55.1% |
| 3M | +30.8% | -14.2% | +45.1% | +31.6% |
| 6M | -9.8% | -16.4% | +6.6% | -9.5% |
| YTD | -39.3% | -53.5% | +14.2% | -23.6% |
| 1Y | -26.4% | -57.8% | +31.3% | -7.8% |
| All | -26.4% | -57.1% | +30.6% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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