-26.4%
APP vs BND
-1.2%
-25.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +4.3% |
| 7D | +4.6% | -1.4% | +6.0% | +8.8% |
| 30D | +56.0% | +0.6% | +55.4% | +55.0% |
| 3M | +30.8% | -1.6% | +32.4% | +37.0% |
| 6M | -9.8% | -1.5% | -8.2% | -5.6% |
| YTD | -39.3% | -1.5% | -37.8% | -37.1% |
| 1Y | -26.4% | -1.1% | -25.4% | -23.6% |
| All | -26.4% | -1.2% | -25.2% | -23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling