+15.7%
BND vs APD
+162.9%
-147.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.2% |
| 7D | -0.1% | -4.6% | +4.5% | -0.1% |
| 30D | -0.2% | -4.2% | +4.0% | -0.2% |
| 3M | -0.7% | +5.0% | -5.7% | -0.8% |
| 6M | -1.7% | +8.9% | -10.6% | -1.9% |
| YTD | -0.5% | +21.9% | -22.4% | -1.0% |
| 1Y | +0.4% | +5.6% | -5.2% | +0.2% |
| 3Y | +13.1% | +6.9% | +6.3% | +12.7% |
| 5Y | -2.1% | +25.3% | -27.4% | -2.8% |
| 10Y | +15.7% | +169.1% | -153.3% | +15.9% |
| All | +15.7% | +162.9% | -147.2% | +15.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling