-26.3%
APH vs BIL
+3.7%
-30.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.1% | -47.9% | -39.6% |
| 7D | -48.7% | +0.1% | -48.8% | -39.9% |
| 30D | -51.9% | +0.3% | -52.3% | -38.5% |
| 3M | -43.6% | +0.9% | -44.5% | -9.0% |
| 6M | -37.5% | +1.8% | -39.4% | +25.2% |
| YTD | -38.6% | +2.4% | -41.1% | +37.3% |
| 1Y | -26.3% | +3.7% | -30.1% | +143.4% |
| All | -26.3% | +3.7% | -30.1% | +143.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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