+119,301.1%
APH vs BTI
+7,049.2%
+112,251.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.5% | +7.6% | +4.9% |
| 7D | -5.9% | -1.0% | -4.9% | -5.9% |
| 30D | -14.8% | +13.0% | -27.8% | -17.4% |
| 3M | -12.4% | +5.3% | -17.8% | -13.9% |
| 6M | +8.1% | +5.3% | +2.8% | +5.6% |
| YTD | +10.9% | +12.4% | -1.4% | +6.6% |
| 1Y | +8.8% | +18.9% | -10.2% | +3.2% |
| 3Y | +262.1% | +144.0% | +118.0% | +186.3% |
| 5Y | +283.1% | +156.3% | +126.9% | +197.6% |
| 10Y | +908.1% | +115.3% | +792.8% | +696.4% |
| All | +119,301.1% | +7,049.2% | +112,251.9% | +51,915.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling