+3,641.2%
APH vs BIL
+30.3%
+3,610.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -9.3% |
| 7D | -12.7% | -0.3% | -12.5% | -14.0% |
| 30D | -19.2% | 0.0% | -19.1% | -19.2% |
| 3M | -16.7% | +0.3% | -17.0% | -15.1% |
| 6M | +5.1% | +1.2% | +3.9% | +12.9% |
| YTD | +6.6% | +2.4% | +4.1% | +22.8% |
| 1Y | +3.9% | +3.0% | +0.9% | +23.9% |
| 3Y | +246.0% | +13.1% | +232.9% | +612.3% |
| 5Y | +268.0% | +19.4% | +248.6% | +954.9% |
| 10Y | +868.2% | +25.2% | +843.1% | +3,666.4% |
| All | +3,641.2% | +30.3% | +3,610.9% | +13,446.5% |
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