+107.2%
APA vs XHB
+5.8%
+101.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +5.4% | -12.3% | -4.4% |
| 7D | -13.0% | +9.7% | -22.7% | -9.0% |
| 30D | +2.0% | +11.7% | -9.7% | +7.4% |
| 3M | +24.9% | -1.4% | +26.3% | +25.2% |
| 6M | +7.2% | +6.8% | +0.4% | +11.4% |
| YTD | +87.1% | +5.5% | +81.6% | +97.2% |
| 1Y | +107.2% | +5.1% | +102.0% | +119.6% |
| All | +107.2% | +5.8% | +101.4% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling