+955.2%
APH vs BTG
+144.7%
+810.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.5% | +5.6% | -0.3% |
| 7D | -5.0% | +13.0% | -18.0% | -6.2% |
| 30D | -8.4% | +1.1% | -9.5% | -8.5% |
| 3M | -4.5% | +5.3% | -9.8% | -5.1% |
| 6M | +25.3% | +1.1% | +24.2% | +24.4% |
| YTD | +18.9% | +19.2% | -0.3% | +15.7% |
| 1Y | +11.9% | +31.5% | -19.5% | +7.9% |
| 3Y | +278.0% | +94.3% | +183.7% | +248.2% |
| 5Y | +306.4% | +41.8% | +264.6% | +277.9% |
| 10Y | +955.2% | +162.9% | +792.3% | +907.3% |
| All | +955.2% | +144.7% | +810.4% | +907.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling