+133.2%
APO vs BTDR
-44.0%
+177.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -8.6% | +10.4% | +2.4% |
| 7D | +5.8% | -6.9% | +12.7% | +6.2% |
| 30D | +8.9% | -31.5% | +40.4% | +11.2% |
| 3M | -13.6% | -36.1% | +22.4% | -11.8% |
| 6M | -5.4% | -57.6% | +52.3% | -1.7% |
| YTD | -13.6% | -50.0% | +36.4% | -12.4% |
| 1Y | -2.5% | -49.6% | +47.1% | -1.4% |
| 3Y | +50.9% | +48.5% | +2.3% | +41.4% |
| 5Y | +81.4% | -43.8% | +125.2% | +63.9% |
| All | +133.2% | -44.0% | +177.2% | +109.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling