+83.7%
BSX vs APH
+1,046.9%
-963.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.2% | -4.7% | -5.4% |
| 7D | -6.4% | +0.2% | -6.7% | -6.6% |
| 30D | -8.8% | -3.3% | -5.4% | -7.7% |
| 3M | -7.6% | +14.0% | -21.7% | -14.3% |
| 6M | -37.0% | +24.4% | -61.4% | -44.6% |
| YTD | -52.8% | +21.4% | -74.2% | -58.8% |
| 1Y | -58.4% | +48.9% | -107.3% | -67.8% |
| 3Y | -16.5% | +290.1% | -306.6% | -65.0% |
| 5Y | -1.2% | +352.8% | -354.0% | -63.4% |
| 10Y | +83.7% | +1,041.3% | -957.5% | -65.7% |
| All | +83.7% | +1,046.9% | -963.2% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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