+137.6%
APO vs BTDR
+24.5%
+113.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.4% |
| 7D | -1.0% | +14.8% | -15.8% | -2.0% |
| 30D | -0.4% | +41.8% | -42.2% | -3.2% |
| 3M | -0.9% | -29.2% | +28.3% | +0.6% |
| 6M | +22.1% | +66.2% | -44.0% | +14.8% |
| YTD | -8.4% | +10.0% | -18.4% | -11.5% |
| 1Y | -0.9% | -11.0% | +10.0% | -4.4% |
| 3Y | +56.1% | +6.9% | +49.2% | +41.1% |
| All | +137.6% | +24.5% | +113.1% | +98.8% |
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 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