+84.5%
AAPL vs BTDR
+0.6%
+83.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -6.5% | +10.0% | +3.8% |
| 7D | -0.5% | -3.2% | +2.7% | -0.4% |
| 30D | +7.1% | +32.7% | -25.6% | +5.5% |
| 3M | +12.1% | -28.4% | +40.5% | +13.1% |
| 6M | +25.4% | +51.7% | -26.3% | +21.5% |
| YTD | +20.5% | +2.9% | +17.6% | +18.3% |
| 1Y | +44.5% | -15.5% | +60.0% | +41.8% |
| All | +84.5% | +0.6% | +83.9% | +69.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling