+72,563.2%
BBY vs APD
+6,115.6%
+66,447.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.1% | +3.6% |
| 7D | +9.5% | -2.2% | +11.7% | +10.6% |
| 30D | +6.8% | +2.1% | +4.7% | +5.7% |
| 3M | +28.9% | +7.2% | +21.7% | +23.9% |
| 6M | +37.8% | +11.2% | +26.6% | +29.4% |
| YTD | +38.7% | +24.4% | +14.4% | +23.1% |
| 1Y | +23.7% | +6.7% | +17.0% | +17.1% |
| 3Y | +39.1% | +9.2% | +29.9% | +27.6% |
| 5Y | -0.4% | +27.4% | -27.8% | -15.8% |
| 10Y | +234.0% | +164.8% | +69.2% | +98.2% |
| All | +72,563.2% | +6,115.6% | +66,447.5% | +9,911.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling