+19.6%
BTDR vs APTV
-71.4%
+91.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.1% | +3.9% |
| 7D | -3.4% | -5.0% | +1.6% | -1.5% |
| 30D | +32.6% | -6.1% | +38.7% | +35.7% |
| 3M | -32.2% | -33.0% | +0.8% | -20.8% |
| 6M | +52.4% | -35.2% | +87.6% | +79.9% |
| YTD | +6.7% | -40.1% | +46.8% | +29.0% |
| 1Y | -15.2% | -45.6% | +30.4% | +7.0% |
| 3Y | +14.9% | -54.4% | +69.2% | +37.5% |
| 5Y | +20.8% | -68.9% | +89.7% | +44.7% |
| All | +19.6% | -71.4% | +91.0% | +41.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling