-1.5%
BBY vs APD
+25.2%
-26.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.6% | -1.1% |
| 7D | +1.2% | -4.6% | +5.8% | +3.1% |
| 30D | +6.8% | -4.2% | +11.0% | +8.7% |
| 3M | +18.7% | +5.0% | +13.8% | +15.8% |
| 6M | +37.3% | +8.9% | +28.4% | +30.6% |
| YTD | +35.3% | +21.9% | +13.4% | +21.2% |
| 1Y | +20.7% | +5.6% | +15.1% | +15.6% |
| 3Y | +39.4% | +6.9% | +32.6% | +31.2% |
| 5Y | -1.5% | +25.3% | -26.8% | -24.2% |
| All | -1.5% | +25.2% | -26.7% | -24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling