+654.6%
APP vs BND
+13.7%
+640.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +0.9% | -0.1% | +1.0% | +1.1% |
| 30D | -23.3% | -0.4% | -22.9% | -22.9% |
| 3M | -42.6% | -0.6% | -42.0% | -42.1% |
| 6M | -33.6% | -1.4% | -32.2% | -32.5% |
| YTD | -52.4% | -0.2% | -52.2% | -52.2% |
| 1Y | -35.9% | +1.3% | -37.2% | -36.6% |
| All | +654.6% | +13.7% | +640.9% | +516.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling