+54.8%
APO vs BTDR
+7.6%
+47.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.4% |
| 7D | -1.0% | +14.8% | -15.8% | -2.2% |
| 30D | -0.4% | +41.8% | -42.2% | -3.7% |
| 3M | -0.9% | -29.2% | +28.3% | +0.9% |
| 6M | +22.1% | +66.2% | -44.0% | +13.2% |
| YTD | -8.4% | +10.0% | -18.4% | -12.2% |
| 1Y | -0.9% | -11.0% | +10.0% | -5.3% |
| All | +54.8% | +7.6% | +47.2% | +37.8% |
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