+42.9%
BMY vs APA
+107.8%
-64.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.0% | -3.4% | -0.5% |
| 7D | -4.8% | +0.3% | -5.1% | -4.8% |
| 30D | -0.7% | +9.3% | -10.0% | -0.8% |
| 3M | +15.3% | +23.3% | -8.0% | +14.6% |
| 6M | +8.5% | +39.5% | -30.9% | +6.5% |
| YTD | +23.4% | +87.6% | -64.2% | +18.5% |
| 1Y | +42.9% | +114.2% | -71.3% | +33.6% |
| All | +42.9% | +107.8% | -64.9% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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