+1,041.3%
APH vs BTI
+67.8%
+973.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.1% |
| 7D | +0.2% | -1.4% | +1.6% | +0.6% |
| 30D | -3.3% | -7.0% | +3.7% | -1.6% |
| 3M | +14.0% | -6.3% | +20.4% | +15.2% |
| 6M | +24.4% | -2.0% | +26.4% | +23.5% |
| YTD | +21.4% | +0.2% | +21.2% | +19.7% |
| 1Y | +48.9% | +3.8% | +45.1% | +45.2% |
| 3Y | +290.1% | +112.1% | +178.0% | +197.6% |
| 5Y | +352.8% | +113.6% | +239.2% | +239.8% |
| 10Y | +1,041.3% | +69.6% | +971.7% | +767.2% |
| All | +1,041.3% | +67.8% | +973.5% | +767.2% |
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