+61,451.9%
APH vs BTI
+6,296.7%
+55,155.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.4% | -47.4% | -47.7% |
| 7D | -48.7% | -1.7% | -47.1% | -48.5% |
| 30D | -51.9% | -6.6% | -45.3% | -51.2% |
| 3M | -43.6% | -3.0% | -40.6% | -43.5% |
| 6M | -37.5% | -6.7% | -30.9% | -37.0% |
| YTD | -38.6% | +0.6% | -39.2% | -39.2% |
| 1Y | -26.3% | +5.6% | -31.9% | -27.9% |
| 3Y | +89.2% | +110.3% | -21.1% | +55.5% |
| 5Y | +119.8% | +114.3% | +5.5% | +78.7% |
| 10Y | +454.3% | +67.7% | +386.6% | +364.5% |
| All | +61,451.9% | +6,296.7% | +55,155.2% | +27,531.1% |
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