+11,117.5%
AAPL vs BND
+76.6%
+11,040.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -2.7% | +0.1% | -2.9% | -2.7% |
| 30D | +1.0% | -0.4% | +1.4% | +1.0% |
| 3M | +5.0% | -0.2% | +5.2% | +4.9% |
| 6M | +23.0% | -1.2% | +24.2% | +22.9% |
| YTD | +16.6% | -0.3% | +16.9% | +16.6% |
| 1Y | +33.4% | +0.4% | +33.0% | +33.5% |
| 3Y | +79.9% | +13.4% | +66.5% | +83.4% |
| 5Y | +109.0% | -1.5% | +110.5% | +97.8% |
| 10Y | +1,210.4% | +15.5% | +1,195.0% | +1,322.1% |
| All | +11,117.5% | +76.6% | +11,040.9% | +17,975.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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