+545.1%
BSX vs APO
+1,753.5%
-1,208.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.0% |
| 7D | +2.0% | -1.0% | +3.1% | +2.3% |
| 30D | +0.1% | +3.5% | -3.3% | -0.9% |
| 3M | -2.1% | +4.5% | -6.7% | -3.7% |
| 6M | -33.8% | +22.8% | -56.6% | -38.1% |
| YTD | -49.9% | -6.5% | -43.4% | -49.8% |
| 1Y | -55.4% | +0.8% | -56.3% | -56.7% |
| 3Y | -10.9% | +62.0% | -72.8% | -27.7% |
| 5Y | +6.4% | +138.2% | -131.8% | -26.5% |
| 10Y | +97.0% | +940.3% | -843.2% | -13.7% |
| All | +545.1% | +1,753.5% | -1,208.4% | +116.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling