+352.8%
APH vs BTG
+72.2%
+280.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.6% | -0.8% |
| 7D | +0.2% | +4.8% | -4.6% | -0.5% |
| 30D | -3.3% | +8.3% | -11.7% | -4.6% |
| 3M | +14.0% | +32.3% | -18.3% | +8.6% |
| 6M | +24.4% | +3.0% | +21.5% | +22.4% |
| YTD | +21.4% | +21.9% | -0.5% | +15.7% |
| 1Y | +48.9% | +28.2% | +20.8% | +40.1% |
| 3Y | +290.1% | +99.9% | +190.2% | +232.8% |
| 5Y | +352.8% | +73.6% | +279.3% | +294.7% |
| All | +352.8% | +72.2% | +280.6% | +294.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling