-3.1%
BSX vs APO
+128.1%
-131.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -3.6% |
| 7D | -8.2% | -4.9% | -3.3% | -7.2% |
| 30D | -15.8% | -8.4% | -7.4% | -14.3% |
| 3M | -10.8% | -2.1% | -8.8% | -10.6% |
| 6M | -38.4% | +19.2% | -57.6% | -41.0% |
| YTD | -54.8% | -10.5% | -44.3% | -54.2% |
| 1Y | -59.0% | -2.7% | -56.3% | -59.5% |
| 3Y | -20.0% | +52.5% | -72.5% | -32.1% |
| 5Y | -3.1% | +132.1% | -135.1% | -30.8% |
| All | -3.1% | +128.1% | -131.2% | -30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling