+16.4%
APH vs BTDR
-69.9%
+86.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -5.6% | -0.5% | -5.1% |
| 7D | -2.4% | -17.6% | +15.1% | +0.7% |
| 30D | -9.5% | -40.3% | +30.8% | -1.7% |
| 3M | -7.6% | -42.6% | +35.0% | -0.2% |
| 6M | +12.4% | -46.3% | +58.7% | +20.5% |
| YTD | +17.5% | -41.7% | +59.3% | +22.0% |
| 1Y | +16.4% | -69.4% | +85.8% | +26.5% |
| All | +16.4% | -69.9% | +86.3% | +26.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling