+355.9%
APH vs XHB
+37.5%
+318.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.3% |
| 7D | +5.0% | -1.3% | +6.2% | +5.6% |
| 30D | -3.9% | -6.9% | +3.0% | -0.3% |
| 3M | +13.0% | -1.3% | +14.2% | +13.1% |
| 6M | +25.2% | -6.8% | +31.9% | +29.0% |
| YTD | +22.9% | +0.7% | +22.2% | +21.0% |
| 1Y | +47.8% | -11.2% | +59.1% | +55.1% |
| 3Y | +283.0% | +25.3% | +257.7% | +215.3% |
| All | +355.9% | +37.5% | +318.4% | +249.2% |
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 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