+5,927.3%
APD vs BEN
+4,913.3%
+1,014.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -2.2% |
| 7D | -2.2% | +0.2% | -2.4% | -2.4% |
| 30D | +2.1% | -0.5% | +2.6% | +2.1% |
| 3M | +7.2% | +9.7% | -2.5% | +3.3% |
| 6M | +11.2% | +33.9% | -22.7% | -1.0% |
| YTD | +24.4% | +49.0% | -24.6% | +6.4% |
| 1Y | +6.7% | +42.1% | -35.4% | -7.3% |
| 3Y | +9.2% | +51.9% | -42.6% | -9.7% |
| 5Y | +27.4% | +39.0% | -11.7% | +5.5% |
| 10Y | +164.8% | +57.9% | +107.0% | +95.8% |
| All | +5,927.3% | +4,913.3% | +1,014.0% | +1,430.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling