+23.3%
BTDR vs APD
+16.0%
+7.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.5% |
| 7D | +14.8% | -4.6% | +19.4% | +16.1% |
| 30D | +41.8% | -4.2% | +46.0% | +43.2% |
| 3M | -29.2% | +5.0% | -34.2% | -30.6% |
| 6M | +66.2% | +8.9% | +57.2% | +60.2% |
| YTD | +10.0% | +21.9% | -11.9% | +2.4% |
| 1Y | -11.0% | +5.6% | -16.5% | -13.2% |
| 3Y | +6.9% | +6.9% | +0.1% | +3.8% |
| 5Y | +24.7% | +25.3% | -0.7% | +20.4% |
| All | +23.3% | +16.0% | +7.3% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling