+270.9%
APH vs BTI
+149.4%
+121.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.1% | -1.6% |
| 7D | +4.9% | +1.6% | +3.2% | +5.1% |
| 30D | -5.4% | +9.2% | -14.6% | -4.5% |
| 3M | -5.5% | +9.6% | -15.1% | -4.3% |
| 6M | +25.9% | -2.4% | +28.4% | +27.7% |
| YTD | +16.4% | +14.2% | +2.1% | +17.4% |
| 1Y | +16.5% | +20.3% | -3.8% | +17.8% |
| 3Y | +270.9% | +147.4% | +123.4% | +287.2% |
| All | +270.9% | +149.4% | +121.4% | +287.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling