+930.0%
APH vs XEL
+187.7%
+742.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.8% |
| 7D | +4.9% | +2.4% | +2.4% | +4.2% |
| 30D | -5.4% | +8.3% | -13.7% | -7.8% |
| 3M | -5.5% | +4.2% | -9.6% | -6.8% |
| 6M | +25.9% | +3.7% | +22.2% | +23.8% |
| YTD | +16.4% | +13.1% | +3.3% | +11.0% |
| 1Y | +16.5% | +5.0% | +11.5% | +13.8% |
| 3Y | +270.9% | +55.0% | +215.9% | +209.4% |
| 5Y | +289.5% | +51.8% | +237.7% | +224.6% |
| All | +930.0% | +187.7% | +742.3% | +665.5% |
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