-15.2%
BTDR vs APTV
-44.8%
+29.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.1% | +3.9% |
| 7D | -3.4% | -5.0% | +1.6% | -0.6% |
| 30D | +32.6% | -6.1% | +38.7% | +37.1% |
| 3M | -32.2% | -33.0% | +0.8% | -13.1% |
| 6M | +52.4% | -35.2% | +87.6% | +93.0% |
| YTD | +6.7% | -40.1% | +46.8% | +29.6% |
| 1Y | -15.2% | -45.6% | +30.4% | +26.1% |
| All | -15.2% | -44.8% | +29.6% | +26.1% |
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