+955.2%
APH vs XEL
+176.3%
+778.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.9% | -0.9% |
| 7D | -5.0% | +1.7% | -6.8% | -5.5% |
| 30D | -8.4% | +8.6% | -16.9% | -10.8% |
| 3M | -4.5% | +5.1% | -9.6% | -6.1% |
| 6M | +25.3% | +2.5% | +22.8% | +23.5% |
| YTD | +18.9% | +11.0% | +7.9% | +14.1% |
| 1Y | +11.9% | +2.7% | +9.2% | +10.0% |
| 3Y | +278.0% | +49.7% | +228.2% | +219.1% |
| 5Y | +306.4% | +46.1% | +260.3% | +243.3% |
| 10Y | +955.2% | +181.5% | +773.6% | +687.7% |
| All | +955.2% | +176.3% | +778.9% | +687.7% |
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