+285.2%
APH vs XHB
+28.9%
+256.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.5% | -2.1% |
| 7D | +4.9% | -0.2% | +5.1% | +5.1% |
| 30D | -5.4% | +9.9% | -15.3% | -10.6% |
| 3M | -5.5% | -6.3% | +0.8% | -2.7% |
| 6M | +25.9% | +3.8% | +22.1% | +22.1% |
| YTD | +16.4% | +0.1% | +16.2% | +14.3% |
| 1Y | +16.5% | -0.8% | +17.3% | +14.8% |
| 3Y | +270.9% | +35.6% | +235.2% | +189.3% |
| All | +285.2% | +28.9% | +256.3% | +208.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling