+22.5%
BMY vs APO
+58.7%
-36.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -3.1% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | 0.0% | +3.9% | -3.9% | -0.3% |
| 3M | +17.7% | +3.8% | +14.0% | +17.4% |
| 6M | +9.6% | +22.3% | -12.7% | +8.1% |
| YTD | +24.0% | -7.8% | +31.8% | +24.2% |
| 1Y | +45.1% | -0.3% | +45.4% | +44.4% |
| 3Y | +22.5% | +57.1% | -34.6% | +20.3% |
| All | +22.5% | +58.7% | -36.2% | +20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling