+2,956.3%
APH vs BTG
+355.9%
+2,600.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.6% |
| 7D | +0.4% | +1.4% | -1.0% | +0.3% |
| 30D | -8.0% | -1.1% | -6.8% | -8.0% |
| 3M | -5.0% | +2.5% | -7.5% | -5.4% |
| 6M | +29.9% | -3.1% | +33.0% | +29.6% |
| YTD | +18.0% | +16.3% | +1.7% | +15.5% |
| 1Y | +11.3% | +27.6% | -16.3% | +8.2% |
| 3Y | +274.9% | +89.5% | +185.4% | +249.9% |
| 5Y | +300.6% | +33.6% | +267.0% | +279.4% |
| 10Y | +944.2% | +178.2% | +766.0% | +815.4% |
| All | +2,956.3% | +355.9% | +2,600.3% | +2,194.9% |
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