+1,041.3%
APH vs XHB
+204.2%
+837.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | +0.2% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | -3.3% | -9.1% | +5.7% | +2.1% |
| 3M | +14.0% | -2.3% | +16.4% | +14.9% |
| 6M | +24.4% | -4.1% | +28.6% | +26.6% |
| YTD | +21.4% | -1.7% | +23.1% | +21.2% |
| 1Y | +48.9% | -15.1% | +64.0% | +61.1% |
| 3Y | +290.1% | +26.8% | +263.3% | +217.8% |
| 5Y | +352.8% | +37.3% | +315.5% | +243.5% |
| 10Y | +1,041.3% | +205.7% | +835.6% | +433.6% |
| All | +1,041.3% | +204.2% | +837.0% | +433.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling