+955.2%
APH vs BTI
+125.1%
+830.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.2% | -1.2% |
| 7D | -5.0% | -0.1% | -4.9% | -5.2% |
| 30D | -8.4% | +9.6% | -17.9% | -10.8% |
| 3M | -4.5% | +8.3% | -12.8% | -7.0% |
| 6M | +25.3% | +7.5% | +17.8% | +21.1% |
| YTD | +18.9% | +12.3% | +6.7% | +13.3% |
| 1Y | +11.9% | +16.2% | -4.3% | +5.6% |
| 3Y | +278.0% | +148.0% | +130.0% | +174.3% |
| 5Y | +306.4% | +153.2% | +153.2% | +188.4% |
| 10Y | +955.2% | +128.2% | +826.9% | +644.3% |
| All | +955.2% | +125.1% | +830.1% | +644.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling