+1,062.4%
APH vs BTG
+147.2%
+915.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.7% |
| 7D | +1.6% | +2.4% | -0.8% | +1.4% |
| 30D | -3.0% | +9.5% | -12.5% | -3.8% |
| 3M | +5.7% | +38.5% | -32.8% | +2.3% |
| 6M | +20.0% | +5.6% | +14.3% | +18.5% |
| YTD | +20.8% | +23.9% | -3.1% | +17.3% |
| 1Y | +40.2% | +32.1% | +8.1% | +35.2% |
| 3Y | +288.1% | +103.2% | +184.9% | +257.2% |
| 5Y | +352.5% | +79.7% | +272.8% | +317.3% |
| 10Y | +1,062.4% | +159.1% | +903.3% | +1,002.2% |
| All | +1,062.4% | +147.2% | +915.2% | +1,002.2% |
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