+14.8%
BND vs APTV
-16.1%
+31.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | -0.1% |
| 7D | -1.0% | -5.0% | +4.0% | -0.9% |
| 30D | -1.1% | -6.1% | +4.9% | -1.0% |
| 3M | -1.9% | -33.0% | +31.1% | -1.2% |
| 6M | -1.6% | -35.2% | +33.6% | -1.0% |
| YTD | -1.2% | -40.1% | +38.9% | -0.5% |
| 1Y | -0.7% | -45.6% | +44.9% | +0.2% |
| 3Y | +12.5% | -54.4% | +66.9% | +13.5% |
| 5Y | -2.5% | -68.9% | +66.4% | -1.4% |
| All | +14.8% | -16.1% | +31.0% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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