+3,085.1%
APH vs BTG
+392.0%
+2,693.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.0% |
| 7D | +5.0% | -0.9% | +5.8% | +5.0% |
| 30D | -3.9% | +36.8% | -40.7% | -6.4% |
| 3M | +13.0% | +23.1% | -10.1% | +10.8% |
| 6M | +25.2% | +3.5% | +21.7% | +24.0% |
| YTD | +22.9% | +25.5% | -2.6% | +19.8% |
| 1Y | +47.8% | +40.1% | +7.7% | +42.6% |
| 3Y | +283.0% | +101.1% | +181.9% | +256.0% |
| 5Y | +349.7% | +70.6% | +279.1% | +319.2% |
| 10Y | +1,061.2% | +152.1% | +909.1% | +922.1% |
| All | +3,085.1% | +392.0% | +2,693.0% | +2,280.5% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling