+930.0%
APH vs BIL
+26.1%
+903.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.7% |
| 7D | +4.9% | +0.1% | +4.8% | +5.0% |
| 30D | -5.4% | +0.3% | -5.7% | -4.8% |
| 3M | -5.5% | +1.0% | -6.4% | -3.5% |
| 6M | +25.9% | +1.9% | +24.0% | +31.2% |
| YTD | +16.4% | +3.2% | +13.2% | +23.1% |
| 1Y | +16.5% | +3.7% | +12.8% | +23.8% |
| 3Y | +270.9% | +13.8% | +257.0% | +284.4% |
| 5Y | +289.5% | +20.3% | +269.2% | +299.7% |
| All | +930.0% | +26.1% | +903.9% | +980.2% |
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