+132,206.3%
APH vs BTI
+6,296.7%
+125,909.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | +5.0% | -1.4% | +6.3% | +5.3% |
| 30D | -3.9% | -6.6% | +2.7% | -2.5% |
| 3M | +13.0% | -3.0% | +16.0% | +13.0% |
| 6M | +25.2% | -6.7% | +31.8% | +26.0% |
| YTD | +22.9% | +0.6% | +22.4% | +21.7% |
| 1Y | +47.8% | +5.6% | +42.2% | +44.6% |
| 3Y | +283.0% | +110.3% | +172.7% | +214.6% |
| 5Y | +349.7% | +114.3% | +235.4% | +265.3% |
| 10Y | +1,061.2% | +67.7% | +993.6% | +872.5% |
| All | +132,206.3% | +6,296.7% | +125,909.5% | +59,243.4% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling