+355.9%
APH vs BTI
+115.0%
+240.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.0% |
| 7D | +5.0% | -1.4% | +6.3% | +5.1% |
| 30D | -3.9% | -6.6% | +2.7% | -3.2% |
| 3M | +13.0% | -3.0% | +16.0% | +12.7% |
| 6M | +25.2% | -6.7% | +31.8% | +25.4% |
| YTD | +22.9% | +0.6% | +22.4% | +21.6% |
| 1Y | +47.8% | +5.6% | +42.2% | +45.0% |
| 3Y | +283.0% | +110.3% | +172.7% | +223.5% |
| All | +355.9% | +115.0% | +240.9% | +273.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling