+61.0%
BMY vs APO
+936.6%
-875.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.7% |
| 7D | -6.4% | -4.9% | -1.5% | -5.7% |
| 30D | +0.2% | -8.4% | +8.7% | +1.5% |
| 3M | +16.0% | -2.1% | +18.0% | +16.0% |
| 6M | +8.3% | +19.2% | -10.9% | +5.1% |
| YTD | +22.2% | -10.5% | +32.7% | +23.3% |
| 1Y | +41.7% | -2.7% | +44.4% | +40.8% |
| 3Y | +20.7% | +52.5% | -31.8% | +8.8% |
| 5Y | +23.9% | +132.1% | -108.1% | +0.4% |
| All | +61.0% | +936.6% | -875.6% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling