+2,008.0%
APH vs BND
+76.8%
+1,931.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.1% | -47.7% | -47.8% |
| 7D | -48.7% | -0.5% | -48.2% | -48.7% |
| 30D | -51.9% | -0.4% | -51.6% | -52.0% |
| 3M | -43.6% | -0.6% | -42.9% | -43.6% |
| 6M | -37.5% | -1.4% | -36.1% | -37.7% |
| YTD | -38.6% | -0.2% | -38.4% | -38.7% |
| 1Y | -26.3% | +1.3% | -27.6% | -26.2% |
| 3Y | +89.2% | +13.2% | +76.0% | +93.2% |
| 5Y | +119.8% | -1.6% | +121.4% | +109.4% |
| 10Y | +454.3% | +15.5% | +438.8% | +496.8% |
| All | +2,008.0% | +76.8% | +1,931.2% | +2,771.7% |
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 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