-1.7%
BND vs APA
+90.7%
-92.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -0.6% |
| 7D | -1.4% | +9.6% | -11.0% | -1.3% |
| 30D | +0.8% | -0.2% | +1.0% | +0.8% |
| 3M | -1.2% | +19.8% | -21.1% | -1.0% |
| 6M | -1.4% | +30.1% | -31.4% | -1.1% |
| YTD | -1.3% | +100.4% | -101.8% | -0.8% |
| 1Y | -1.2% | +105.2% | -106.4% | -0.7% |
| 3Y | +13.7% | +44.6% | -30.9% | +14.1% |
| 5Y | -1.7% | +88.8% | -90.5% | -0.4% |
| All | -1.7% | +90.7% | -92.4% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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