+951.3%
APH vs XEL
+166.2%
+785.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.6% | +7.6% | +8.0% |
| 7D | +1.1% | +1.1% | 0.0% | +0.7% |
| 30D | -7.5% | +8.7% | -16.1% | -9.9% |
| 3M | -4.4% | +3.5% | -8.0% | -5.7% |
| 6M | +26.5% | +2.6% | +23.9% | +24.7% |
| YTD | +20.0% | +11.1% | +9.0% | +15.1% |
| 1Y | +16.9% | +2.2% | +14.7% | +15.1% |
| 3Y | +288.5% | +51.1% | +237.4% | +226.8% |
| 5Y | +310.3% | +48.0% | +262.3% | +244.6% |
| 10Y | +951.3% | +175.3% | +776.0% | +680.4% |
| All | +951.3% | +166.2% | +785.1% | +680.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling