+35.1%
APD vs BB
+88.0%
-52.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +7.0% | -5.1% | +2.1% |
| 7D | +3.8% | -6.8% | +10.6% | +3.6% |
| 30D | +14.1% | -3.5% | +17.6% | +14.0% |
| 3M | +8.2% | -1.2% | +9.4% | +8.3% |
| 6M | +7.5% | +57.0% | -49.4% | +9.6% |
| YTD | +31.7% | +131.1% | -99.5% | +36.3% |
| 1Y | +35.1% | +87.6% | -52.5% | +36.1% |
| All | +35.1% | +88.0% | -52.9% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling