+40.2%
APH vs BTDR
-4.6%
+44.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | -0.1% |
| 7D | +1.6% | +14.8% | -13.2% | -0.4% |
| 30D | -3.0% | +41.8% | -44.8% | -8.1% |
| 3M | +5.7% | -29.2% | +34.9% | +8.8% |
| 6M | +20.0% | +66.2% | -46.2% | +9.9% |
| YTD | +20.8% | +10.0% | +10.8% | +15.1% |
| 1Y | +40.2% | -11.0% | +51.2% | +41.0% |
| All | +40.2% | -4.6% | +44.9% | +41.0% |
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