+6,018.9%
APH vs XHB
+173.9%
+5,845.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.3% |
| 7D | +5.0% | -1.3% | +6.2% | +5.6% |
| 30D | -3.9% | -6.9% | +3.0% | -0.2% |
| 3M | +13.0% | -1.3% | +14.2% | +13.2% |
| 6M | +25.2% | -6.8% | +31.9% | +29.3% |
| YTD | +22.9% | +0.7% | +22.2% | +21.2% |
| 1Y | +47.8% | -11.2% | +59.1% | +55.3% |
| 3Y | +283.0% | +25.3% | +257.7% | +222.8% |
| 5Y | +349.7% | +37.3% | +312.3% | +254.7% |
| 10Y | +1,061.2% | +211.5% | +849.7% | +464.3% |
| All | +6,018.9% | +173.9% | +5,845.0% | +2,163.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded XHB 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling