+2,774.4%
APH vs BTG
+375.3%
+2,399.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.5% | +1.7% | +3.9% |
| 7D | -5.9% | +17.4% | -23.3% | -7.2% |
| 30D | -14.8% | +8.0% | -22.8% | -15.4% |
| 3M | -12.4% | +32.5% | -44.9% | -14.6% |
| 6M | +8.1% | +21.6% | -13.5% | +5.8% |
| YTD | +10.9% | +21.2% | -10.3% | +8.2% |
| 1Y | +8.8% | +43.9% | -35.1% | +4.7% |
| 3Y | +262.1% | +78.6% | +183.5% | +239.1% |
| 5Y | +283.1% | +48.8% | +234.3% | +260.2% |
| 10Y | +908.1% | +136.8% | +771.3% | +792.5% |
| All | +2,774.4% | +375.3% | +2,399.1% | +2,051.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling