+500.0%
APP vs BTI
+134.9%
+365.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.5% | +13.3% | +9.8% |
| 7D | +71.2% | -1.0% | +72.2% | +71.1% |
| 30D | +39.1% | +13.0% | +26.1% | +39.4% |
| 3M | +16.5% | +5.3% | +11.2% | +16.5% |
| 6M | -16.6% | +5.3% | -21.9% | -16.6% |
| YTD | -41.9% | +12.4% | -54.3% | -42.0% |
| 1Y | -37.0% | +18.9% | -56.0% | -37.2% |
| 3Y | +892.4% | +144.0% | +748.4% | +817.1% |
| 5Y | +297.3% | +156.3% | +141.0% | +305.7% |
| All | +500.0% | +134.9% | +365.2% | +498.1% |
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