+2,750.7%
APH vs XHB
+173.9%
+2,576.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.4% | -48.2% | -48.0% |
| 7D | -48.7% | -1.2% | -47.5% | -48.5% |
| 30D | -51.9% | -6.9% | -45.1% | -50.2% |
| 3M | -43.6% | -1.3% | -42.3% | -43.5% |
| 6M | -37.5% | -6.8% | -30.7% | -35.5% |
| YTD | -38.6% | +0.7% | -39.4% | -39.6% |
| 1Y | -26.3% | -11.2% | -15.1% | -22.7% |
| 3Y | +89.2% | +25.3% | +63.9% | +59.2% |
| 5Y | +119.8% | +37.3% | +82.5% | +73.1% |
| 10Y | +454.3% | +211.5% | +242.7% | +169.0% |
| All | +2,750.7% | +173.9% | +2,576.8% | +952.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling