+1,913.5%
APH vs BIL
+30.4%
+1,883.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.1% | -47.9% | -47.3% |
| 7D | -48.7% | +0.1% | -48.8% | -48.1% |
| 30D | -51.9% | +0.3% | -52.3% | -50.7% |
| 3M | -43.6% | +0.9% | -44.5% | -40.0% |
| 6M | -37.5% | +1.8% | -39.4% | -30.0% |
| YTD | -38.6% | +2.4% | -41.1% | -28.9% |
| 1Y | -26.3% | +3.7% | -30.1% | -8.2% |
| 3Y | +89.2% | +14.2% | +75.0% | +313.6% |
| 5Y | +119.8% | +19.4% | +100.4% | +533.4% |
| 10Y | +454.3% | +25.2% | +429.0% | +2,071.9% |
| All | +1,913.5% | +30.4% | +1,883.1% | +7,234.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling