+22.2%
APD vs BB
+98.3%
-76.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.4% |
| 7D | -0.2% | +11.6% | -11.8% | 0.0% |
| 30D | +11.0% | +2.6% | +8.4% | +11.0% |
| 3M | +2.0% | +3.5% | -1.5% | +2.2% |
| 6M | +7.1% | +43.5% | -36.4% | +7.5% |
| YTD | +29.8% | +141.2% | -111.4% | +31.0% |
| All | +22.2% | +98.3% | -76.0% | +21.9% |
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