+132,206.3%
APH vs XEL
+1,653.4%
+130,552.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | +5.0% | -1.0% | +5.9% | +5.2% |
| 30D | -3.9% | -1.9% | -2.0% | -3.4% |
| 3M | +13.0% | -1.9% | +14.9% | +13.2% |
| 6M | +25.2% | -7.4% | +32.6% | +27.3% |
| YTD | +22.9% | +4.1% | +18.9% | +20.9% |
| 1Y | +47.8% | +8.0% | +39.8% | +43.4% |
| 3Y | +283.0% | +48.4% | +234.6% | +232.7% |
| 5Y | +349.7% | +27.2% | +322.4% | +306.7% |
| 10Y | +1,061.2% | +146.8% | +914.4% | +760.4% |
| All | +132,206.3% | +1,653.4% | +130,552.8% | +58,517.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded XEL 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling