+39,220.1%
APH vs XLB
+822.6%
+38,397.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +5.0% | -1.4% | +6.3% | +6.0% |
| 30D | -3.9% | -0.4% | -3.5% | -3.7% |
| 3M | +13.0% | +2.0% | +11.0% | +10.8% |
| 6M | +25.2% | +1.8% | +23.3% | +22.9% |
| YTD | +22.9% | +16.6% | +6.4% | +8.8% |
| 1Y | +47.8% | +16.9% | +30.9% | +30.1% |
| 3Y | +283.0% | +32.6% | +250.5% | +206.2% |
| 5Y | +349.7% | +35.6% | +314.0% | +253.8% |
| 10Y | +1,061.2% | +160.0% | +901.2% | +464.0% |
| All | +39,220.1% | +822.6% | +38,397.5% | +9,514.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded XLB 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling