-26.3%
APH vs BTI
+5.0%
-31.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.4% | -47.4% | -47.8% |
| 7D | -48.7% | -1.7% | -47.1% | -48.7% |
| 30D | -51.9% | -6.6% | -45.3% | -51.9% |
| 3M | -43.6% | -3.0% | -40.6% | -44.3% |
| 6M | -37.5% | -6.7% | -30.9% | -37.9% |
| YTD | -38.6% | +0.6% | -39.2% | -40.9% |
| 1Y | -26.3% | +5.6% | -31.9% | -30.8% |
| All | -26.3% | +5.0% | -31.3% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling