+305.9%
BMY vs APO
+1,612.1%
-1,306.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | 0.0% | +1.5% |
| 7D | +2.1% | +5.8% | -3.7% | +1.2% |
| 30D | +7.0% | +8.9% | -1.9% | +5.6% |
| 3M | -0.9% | -13.6% | +12.8% | +1.1% |
| 6M | +14.9% | -5.4% | +20.3% | +15.4% |
| YTD | +22.8% | -13.6% | +36.5% | +24.4% |
| 1Y | +36.2% | -2.5% | +38.7% | +35.4% |
| 3Y | +45.7% | +50.9% | -5.2% | +31.7% |
| 5Y | +31.3% | +81.4% | -50.1% | +12.3% |
| 10Y | +60.6% | +843.9% | -783.3% | -2.3% |
| All | +305.9% | +1,612.1% | -1,306.2% | +126.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling