+282.2%
APH vs BND
-1.4%
+283.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.1% | +4.2% | +4.2% |
| 7D | -5.9% | 0.0% | -6.0% | -6.0% |
| 30D | -14.8% | +2.3% | -17.1% | -16.0% |
| 3M | -12.4% | -0.2% | -12.2% | -12.3% |
| 6M | +8.1% | -1.0% | +9.0% | +8.7% |
| YTD | +10.9% | -0.4% | +11.3% | +11.3% |
| 1Y | +8.8% | -0.1% | +8.9% | +9.0% |
| 3Y | +262.1% | +15.1% | +247.0% | +230.0% |
| All | +282.2% | -1.4% | +283.5% | +245.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling