+955.2%
APH vs XHB
+248.4%
+706.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | +0.6% |
| 7D | -5.0% | +1.2% | -6.2% | -5.8% |
| 30D | -8.4% | +8.9% | -17.2% | -13.4% |
| 3M | -4.5% | -4.2% | -0.4% | -2.9% |
| 6M | +25.3% | +1.4% | +23.9% | +22.8% |
| YTD | +18.9% | +1.2% | +17.7% | +15.9% |
| 1Y | +11.9% | -1.3% | +13.2% | +10.4% |
| 3Y | +278.0% | +36.6% | +241.4% | +192.3% |
| 5Y | +306.4% | +34.3% | +272.2% | +211.1% |
| 10Y | +955.2% | +241.1% | +714.1% | +360.0% |
| All | +955.2% | +248.4% | +706.8% | +360.0% |
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