+16.5%
APH vs XHB
-2.2%
+18.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.5% | -2.0% |
| 7D | +4.9% | -0.2% | +5.1% | +5.0% |
| 30D | -5.4% | +9.9% | -15.3% | -9.5% |
| 3M | -5.5% | -6.3% | +0.8% | -2.5% |
| 6M | +25.9% | +3.8% | +22.1% | +22.6% |
| YTD | +16.4% | +0.1% | +16.2% | +14.9% |
| 1Y | +16.5% | -0.8% | +17.3% | +15.0% |
| All | +16.5% | -2.2% | +18.7% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling