+290.1%
APH vs BTDR
+8.5%
+281.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.6% | -1.5% |
| 7D | +0.2% | +22.4% | -22.2% | -1.8% |
| 30D | -3.3% | +16.5% | -19.8% | -5.3% |
| 3M | +14.0% | -31.5% | +45.5% | +16.6% |
| 6M | +24.4% | +74.0% | -49.6% | +16.2% |
| YTD | +21.4% | +13.0% | +8.4% | +17.0% |
| 1Y | +48.9% | -0.2% | +49.2% | +42.6% |
| 3Y | +290.1% | +9.9% | +280.2% | +244.4% |
| All | +290.1% | +8.5% | +281.6% | +244.4% |
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