+10.8%
BTDR vs APTV
-55.3%
+66.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.7% | -9.1% | -8.4% |
| 7D | -3.2% | -1.8% | -1.4% | -2.2% |
| 30D | +32.7% | -7.9% | +40.6% | +40.1% |
| 3M | -28.4% | -29.9% | +1.5% | -8.6% |
| 6M | +51.7% | -36.6% | +88.3% | +106.5% |
| YTD | +2.9% | -40.0% | +42.8% | +43.2% |
| 1Y | -15.5% | -44.0% | +28.5% | +26.3% |
| All | +10.8% | -55.3% | +66.0% | +60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling