+185.0%
APD vs BIDU
-52.8%
+237.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.6% |
| 7D | -0.2% | +3.6% | -3.8% | -0.7% |
| 30D | +11.0% | -6.6% | +17.6% | +11.9% |
| 3M | +2.0% | -27.2% | +29.2% | +5.6% |
| 6M | +7.1% | -43.5% | +50.5% | +14.0% |
| YTD | +29.8% | -39.0% | +68.8% | +36.0% |
| 1Y | +24.0% | -39.8% | +63.8% | +30.0% |
| 3Y | +27.2% | -24.8% | +51.9% | +26.7% |
| 5Y | +12.8% | -50.7% | +63.4% | +14.3% |
| 10Y | +185.0% | -51.2% | +236.3% | +159.6% |
| All | +185.0% | -52.8% | +237.8% | +159.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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