+3.1%
BTDR vs APTV
-39.9%
+43.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.1% | +0.9% | +2.0% |
| 7D | +20.0% | +4.8% | +15.2% | +16.6% |
| 30D | +11.9% | +2.0% | +9.9% | +10.0% |
| 3M | -36.9% | -34.2% | -2.7% | -16.7% |
| 6M | +56.5% | -34.7% | +91.2% | +98.8% |
| YTD | +10.4% | -37.0% | +47.4% | +31.3% |
| 1Y | +3.1% | -40.4% | +43.5% | +59.4% |
| All | +3.1% | -39.9% | +43.0% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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