-55.7%
BSX vs APH
+14.0%
-69.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.5% | +1.6% |
| 7D | +2.8% | -5.0% | +7.8% | +2.7% |
| 30D | +4.6% | -8.4% | +13.0% | +4.9% |
| 3M | -11.4% | -4.5% | -6.9% | -11.4% |
| 6M | -17.1% | +25.3% | -42.4% | -20.5% |
| YTD | -53.1% | +18.9% | -72.0% | -53.2% |
| 1Y | -55.7% | +11.9% | -67.6% | -56.0% |
| All | -55.7% | +14.0% | -69.7% | -56.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling