+3,978.1%
APH vs BND
+76.5%
+3,901.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.1% | +4.2% | +4.1% |
| 7D | -5.9% | 0.0% | -6.0% | -5.9% |
| 30D | -14.8% | +2.3% | -17.1% | -14.5% |
| 3M | -12.4% | -0.2% | -12.2% | -12.4% |
| 6M | +8.1% | -1.0% | +9.0% | +8.0% |
| YTD | +10.9% | -0.4% | +11.3% | +10.9% |
| 1Y | +8.8% | -0.1% | +8.9% | +8.8% |
| 3Y | +262.1% | +15.1% | +247.0% | +271.4% |
| 5Y | +283.1% | -1.5% | +284.6% | +265.5% |
| 10Y | +908.1% | +16.0% | +892.1% | +992.9% |
| All | +3,978.1% | +76.5% | +3,901.6% | +5,457.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling