+355.9%
APH vs BIL
+19.4%
+336.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +1.0% |
| 7D | +5.0% | +0.1% | +4.9% | +5.5% |
| 30D | -3.9% | +0.3% | -4.2% | -2.0% |
| 3M | +13.0% | +0.9% | +12.0% | +18.8% |
| 6M | +25.2% | +1.8% | +23.3% | +35.5% |
| YTD | +22.9% | +2.4% | +20.5% | +35.0% |
| 1Y | +47.8% | +3.7% | +44.1% | +66.7% |
| 3Y | +283.0% | +14.2% | +268.9% | +281.9% |
| All | +355.9% | +19.4% | +336.5% | +280.7% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling