-15.4%
APP vs BTG
-2.3%
-13.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.8% | +3.0% |
| 7D | +48.9% | +1.4% | +47.6% | +48.9% |
| 30D | +49.4% | -1.1% | +50.6% | +49.1% |
| 3M | +27.0% | +2.5% | +24.5% | +25.5% |
| 6M | -15.4% | -3.1% | -12.3% | -14.5% |
| All | -15.4% | -2.3% | -13.1% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 6mo: compounded portfolio wealth divided by compounded BTG 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…
6mo analysis · Full analysis span regression · 6 months rolling