-26.3%
APH vs BTG
+38.4%
-64.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.4% | -50.2% | -48.1% |
| 7D | -48.7% | -3.8% | -44.9% | -48.5% |
| 30D | -51.9% | +36.8% | -88.8% | -54.4% |
| 3M | -43.6% | +23.1% | -66.7% | -45.5% |
| 6M | -37.5% | +3.5% | -41.0% | -38.6% |
| YTD | -38.6% | +25.5% | -64.1% | -42.1% |
| 1Y | -26.3% | +40.1% | -66.4% | -27.9% |
| All | -26.3% | +38.4% | -64.7% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling