+40.2%
APH vs XEL
+9.9%
+30.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.6% |
| 7D | +1.6% | +0.9% | +0.7% | +1.7% |
| 30D | -3.0% | -0.9% | -2.1% | -3.1% |
| 3M | +5.7% | -1.4% | +7.2% | +5.1% |
| 6M | +20.0% | -5.8% | +25.8% | +19.7% |
| YTD | +20.8% | +4.7% | +16.1% | +19.9% |
| 1Y | +40.2% | +9.1% | +31.2% | +42.6% |
| All | +40.2% | +9.9% | +30.3% | +42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling