+13.0%
APH vs XHB
-3.6%
+16.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +1.1% |
| 7D | +11.1% | -2.4% | +13.6% | +12.2% |
| 30D | -7.3% | +7.1% | -14.4% | -10.3% |
| 3M | -6.2% | -6.0% | -0.2% | -3.4% |
| 6M | +24.9% | +2.1% | +22.8% | +22.5% |
| YTD | +18.4% | -0.6% | +19.0% | +16.7% |
| 1Y | +13.0% | -3.3% | +16.3% | +12.2% |
| All | +13.0% | -3.6% | +16.6% | +12.2% |
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