+291.1%
APH vs BND
+13.7%
+277.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.9% |
| 7D | +5.0% | -0.1% | +5.1% | +5.0% |
| 30D | -3.9% | -0.4% | -3.5% | -3.7% |
| 3M | +13.0% | -0.6% | +13.6% | +13.3% |
| 6M | +25.2% | -1.4% | +26.6% | +25.6% |
| YTD | +22.9% | -0.2% | +23.2% | +23.3% |
| 1Y | +47.8% | +1.3% | +46.6% | +48.0% |
| All | +291.1% | +13.7% | +277.4% | +273.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 3y: compounded portfolio wealth divided by compounded BND 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…
3y analysis · Full analysis span regression · 6 months rolling