+3.1%
BTDR vs JAAA
+4.9%
-1.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.1% | +3.9% | +2.6% |
| 7D | +20.0% | +0.2% | +19.8% | +16.4% |
| 30D | +11.9% | +0.5% | +11.4% | +2.4% |
| 3M | -36.9% | +1.3% | -38.2% | -49.7% |
| 6M | +56.5% | +2.7% | +53.8% | -8.5% |
| YTD | +10.4% | +3.2% | +7.3% | -38.4% |
| 1Y | +3.1% | +4.9% | -1.8% | -60.0% |
| All | +3.1% | +4.9% | -1.8% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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