+13.5%
BND vs APD
+11.2%
+2.4%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | -0.1% | -2.2% | +2.1% | -0.1% |
| 30D | -0.4% | +2.1% | -2.4% | -0.4% |
| 3M | -0.6% | +7.2% | -7.8% | -0.8% |
| 6M | -1.4% | +11.2% | -12.7% | -1.7% |
| YTD | -0.2% | +24.4% | -24.6% | -0.9% |
| 1Y | +1.3% | +6.7% | -5.4% | +1.0% |
| All | +13.5% | +11.2% | +2.4% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling