+528.8%
APP vs BND
+0.2%
+528.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.7% |
| 7D | +79.2% | +0.4% | +78.8% | +78.1% |
| 30D | +48.0% | +2.0% | +46.0% | +43.2% |
| 3M | +18.2% | -0.4% | +18.6% | +19.1% |
| 6M | -12.5% | -0.9% | -11.6% | -10.8% |
| YTD | -39.2% | -0.3% | -38.8% | -38.7% |
| 1Y | -33.9% | 0.0% | -33.8% | -33.7% |
| 3Y | +933.3% | +15.1% | +918.2% | +694.3% |
| 5Y | +295.9% | -1.5% | +297.4% | +282.2% |
| All | +528.8% | +0.2% | +528.6% | +440.5% |
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 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