-17.4%
BSX vs APH
+269.8%
-287.3%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +0.5% |
| 7D | +3.7% | +4.9% | -1.2% | +3.1% |
| 30D | +3.1% | -5.4% | +8.5% | +3.5% |
| 3M | -14.2% | -5.5% | -8.8% | -14.1% |
| 6M | -16.4% | +25.9% | -42.3% | -21.4% |
| YTD | -53.5% | +16.4% | -69.9% | -55.8% |
| 1Y | -57.8% | +16.5% | -74.3% | -60.0% |
| 3Y | -17.4% | +270.9% | -288.3% | -41.5% |
| All | -17.4% | +269.8% | -287.3% | -41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling