+10.3%
APA vs XHB
+26.5%
-16.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +2.4% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | +15.7% | -9.1% | +24.8% | +18.5% |
| 3M | +16.5% | -2.3% | +18.8% | +15.3% |
| 6M | +35.1% | -4.1% | +39.2% | +33.6% |
| YTD | +82.2% | -1.7% | +83.9% | +77.1% |
| 1Y | +102.5% | -15.1% | +117.6% | +113.2% |
| 3Y | +10.3% | +26.8% | -16.5% | -3.3% |
| All | +10.3% | +26.5% | -16.1% | -3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling