+34.5%
BBY vs APD
+36.4%
-1.8%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.9% | +6.1% | +8.0% |
| 7D | +4.5% | +3.8% | +0.7% | +4.7% |
| 30D | +16.0% | +14.1% | +1.9% | +17.1% |
| 3M | +18.6% | +8.2% | +10.4% | +19.2% |
| 6M | +80.1% | +7.5% | +72.5% | +82.0% |
| YTD | +57.4% | +31.7% | +25.8% | +56.8% |
| 1Y | +34.5% | +35.1% | -0.6% | +34.7% |
| All | +34.5% | +36.4% | -1.8% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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