+4,312.7%
APH vs BND
+76.6%
+4,236.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | 0.0% | +8.2% | +8.2% |
| 7D | +1.1% | +0.4% | +0.7% | +1.2% |
| 30D | -7.5% | +2.0% | -9.5% | -7.2% |
| 3M | -4.4% | -0.4% | -4.1% | -4.4% |
| 6M | +26.5% | -0.9% | +27.4% | +26.3% |
| YTD | +20.0% | -0.3% | +20.4% | +20.0% |
| 1Y | +16.9% | 0.0% | +16.9% | +16.9% |
| 3Y | +288.5% | +15.1% | +273.4% | +298.5% |
| 5Y | +310.3% | -1.5% | +311.8% | +291.4% |
| 10Y | +951.3% | +17.6% | +933.7% | +1,054.2% |
| All | +4,312.7% | +76.6% | +4,236.1% | +5,913.6% |
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