+193.1%
APD vs BEN
+58.7%
+134.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | +3.8% | +6.8% | -3.0% | +1.4% |
| 30D | +8.2% | +18.0% | -9.8% | +1.8% |
| 3M | +4.3% | +7.5% | -3.2% | +1.2% |
| 6M | +4.7% | +14.7% | -10.0% | -1.2% |
| YTD | +31.5% | +56.1% | -24.5% | +10.0% |
| 1Y | +23.5% | +69.6% | -46.1% | +0.2% |
| 3Y | +29.1% | +87.7% | -58.6% | -2.1% |
| 5Y | +15.9% | +28.6% | -12.8% | -1.1% |
| All | +193.1% | +58.7% | +134.4% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling