+352.8%
APH vs XEL
+33.1%
+319.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.8% | -1.5% |
| 7D | +0.2% | +1.3% | -1.1% | 0.0% |
| 30D | -3.3% | -1.5% | -1.8% | -3.1% |
| 3M | +14.0% | -0.2% | +14.3% | +13.8% |
| 6M | +24.4% | -5.4% | +29.9% | +25.3% |
| YTD | +21.4% | +5.6% | +15.8% | +19.6% |
| 1Y | +48.9% | +10.5% | +38.5% | +45.1% |
| 3Y | +290.1% | +49.2% | +240.9% | +247.2% |
| 5Y | +352.8% | +30.1% | +322.7% | +313.6% |
| All | +352.8% | +33.1% | +319.7% | +313.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling