+279.2%
APH vs BTDR
-39.6%
+318.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +13.3% | -9.2% | +2.9% |
| 7D | -5.9% | -10.4% | +4.4% | -5.1% |
| 30D | -14.8% | -42.2% | +27.4% | -10.8% |
| 3M | -12.4% | -42.8% | +30.4% | -8.8% |
| 6M | +8.1% | -60.2% | +68.2% | +14.9% |
| YTD | +10.9% | -46.3% | +57.3% | +14.3% |
| 1Y | +8.8% | -71.7% | +80.4% | +16.1% |
| 3Y | +262.1% | +54.6% | +207.4% | +246.2% |
| All | +279.2% | -39.6% | +318.8% | +262.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling