-2.1%
BND vs APA
+177.1%
-179.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.2% | -0.2% |
| 7D | -0.1% | +0.3% | -0.5% | -0.1% |
| 30D | -0.2% | +9.3% | -9.5% | -0.1% |
| 3M | -0.7% | +23.3% | -24.0% | -0.5% |
| 6M | -1.7% | +39.5% | -41.2% | -1.4% |
| YTD | -0.5% | +87.6% | -88.1% | -0.1% |
| 1Y | +0.4% | +114.2% | -113.9% | +0.9% |
| 3Y | +13.1% | +13.6% | -0.4% | +13.3% |
| 5Y | -2.1% | +175.6% | -177.7% | -0.8% |
| All | -2.1% | +177.1% | -179.1% | -0.8% |
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