+135.3%
AAPL vs BTDR
+19.6%
+115.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +1.6% |
| 7D | +3.8% | -3.4% | +7.2% | +4.0% |
| 30D | +9.9% | +32.6% | -22.7% | +8.6% |
| 3M | +12.5% | -32.2% | +44.7% | +13.6% |
| 6M | +27.6% | +52.4% | -24.7% | +24.2% |
| YTD | +22.6% | +6.7% | +15.9% | +20.5% |
| 1Y | +45.0% | -15.2% | +60.2% | +42.7% |
| 3Y | +87.8% | +14.9% | +72.9% | +76.1% |
| 5Y | +128.7% | +20.8% | +107.9% | +109.5% |
| All | +135.3% | +19.6% | +115.7% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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