-17.6%
BSX vs APO
+54.4%
-72.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -7.0% | -1.0% | -6.1% | -6.9% |
| 30D | -10.9% | -0.4% | -10.5% | -10.9% |
| 3M | -8.2% | -0.9% | -7.3% | -8.2% |
| 6M | -37.5% | +22.1% | -59.6% | -39.5% |
| YTD | -52.8% | -8.4% | -44.5% | -52.3% |
| 1Y | -58.4% | -0.9% | -57.5% | -58.8% |
| All | -17.6% | +54.4% | -72.0% | -25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling