-11.0%
BTDR vs APD
+5.1%
-16.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.8% |
| 7D | +14.8% | -4.6% | +19.4% | +14.0% |
| 30D | +41.8% | -4.2% | +46.0% | +40.9% |
| 3M | -29.2% | +5.0% | -34.2% | -29.2% |
| 6M | +66.2% | +8.9% | +57.2% | +65.7% |
| YTD | +10.0% | +21.9% | -11.9% | +11.9% |
| 1Y | -11.0% | +5.6% | -16.5% | +9.6% |
| All | -11.0% | +5.1% | -16.1% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling