+1,387.2%
APH vs BTG
+392.0%
+995.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.4% | -50.2% | -48.0% |
| 7D | -48.7% | -3.8% | -44.9% | -48.6% |
| 30D | -51.9% | +36.8% | -88.8% | -53.3% |
| 3M | -43.6% | +23.1% | -66.7% | -44.7% |
| 6M | -37.5% | +3.5% | -41.0% | -38.2% |
| YTD | -38.6% | +25.5% | -64.1% | -40.3% |
| 1Y | -26.3% | +40.1% | -66.4% | -29.0% |
| 3Y | +89.2% | +101.1% | -11.9% | +75.6% |
| 5Y | +119.8% | +70.6% | +49.2% | +104.6% |
| 10Y | +454.3% | +152.1% | +302.1% | +387.2% |
| All | +1,387.2% | +392.0% | +995.2% | +1,010.0% |
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