+1,059.7%
APH vs BIL
+25.2%
+1,034.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +1.0% |
| 7D | +5.0% | +0.1% | +4.9% | +5.2% |
| 30D | -3.9% | +0.3% | -4.2% | -3.0% |
| 3M | +13.0% | +0.9% | +12.0% | +15.8% |
| 6M | +25.2% | +1.8% | +23.3% | +30.2% |
| YTD | +22.9% | +2.4% | +20.5% | +28.7% |
| 1Y | +47.8% | +3.7% | +44.1% | +56.7% |
| 3Y | +283.0% | +14.2% | +268.9% | +307.8% |
| 5Y | +349.7% | +19.4% | +330.2% | +383.1% |
| All | +1,059.7% | +25.2% | +1,034.5% | +1,229.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling