-3.1%
BSX vs APA
+169.7%
-172.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.1% |
| 7D | -8.2% | +0.8% | -9.0% | -8.3% |
| 30D | -15.8% | +9.6% | -25.4% | -16.5% |
| 3M | -10.8% | +18.0% | -28.8% | -12.3% |
| 6M | -38.4% | +41.9% | -80.3% | -40.5% |
| YTD | -54.8% | +86.3% | -141.1% | -57.5% |
| 1Y | -59.0% | +97.9% | -156.9% | -61.8% |
| 3Y | -20.0% | +12.8% | -32.8% | -23.1% |
| 5Y | -3.1% | +177.2% | -180.3% | -19.7% |
| All | -3.1% | +169.7% | -172.8% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling