+951.3%
APH vs BTI
+114.6%
+836.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.3% | +9.5% | +8.5% |
| 7D | +1.1% | -2.9% | +4.0% | +1.6% |
| 30D | -7.5% | +8.3% | -15.8% | -9.7% |
| 3M | -4.4% | +2.9% | -7.3% | -5.7% |
| 6M | +26.5% | +6.2% | +20.3% | +22.6% |
| YTD | +20.0% | +10.9% | +9.1% | +14.7% |
| 1Y | +16.9% | +16.6% | +0.3% | +10.0% |
| 3Y | +288.5% | +142.2% | +146.3% | +184.0% |
| 5Y | +310.3% | +151.3% | +159.0% | +191.7% |
| 10Y | +951.3% | +113.9% | +837.4% | +640.4% |
| All | +951.3% | +114.6% | +836.7% | +640.4% |
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 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