+292.6%
APP vs BND
-1.4%
+294.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.1% | +9.9% | +10.0% |
| 7D | +71.2% | 0.0% | +71.2% | +71.3% |
| 30D | +39.1% | +2.3% | +36.8% | +33.8% |
| 3M | +16.5% | -0.2% | +16.8% | +17.1% |
| 6M | -16.6% | -1.0% | -15.6% | -14.9% |
| YTD | -41.9% | -0.4% | -41.6% | -41.4% |
| 1Y | -37.0% | -0.1% | -36.9% | -36.7% |
| 3Y | +892.4% | +15.1% | +877.3% | +655.3% |
| All | +292.6% | -1.4% | +294.0% | +295.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling