+360.5%
BE vs APD
+6.0%
+354.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.3% | +7.6% |
| 7D | +20.0% | -2.2% | +22.2% | +20.6% |
| 30D | +7.9% | +2.1% | +5.8% | +6.4% |
| 3M | -13.2% | +7.2% | -20.4% | -16.9% |
| 6M | +53.5% | +11.2% | +42.2% | +46.8% |
| YTD | +191.0% | +24.4% | +166.6% | +172.3% |
| 1Y | +360.5% | +6.7% | +353.9% | +556.7% |
| All | +360.5% | +6.0% | +354.5% | +556.7% |
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