+355.9%
APH vs XLP
+32.7%
+323.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | +5.0% | -1.0% | +6.0% | +5.4% |
| 30D | -3.9% | -0.9% | -3.0% | -3.7% |
| 3M | +13.0% | +3.8% | +9.2% | +9.8% |
| 6M | +25.2% | -1.7% | +26.9% | +25.3% |
| YTD | +22.9% | +10.3% | +12.7% | +15.0% |
| 1Y | +47.8% | +7.8% | +40.0% | +39.8% |
| 3Y | +283.0% | +27.2% | +255.8% | +208.1% |
| All | +355.9% | +32.7% | +323.2% | +249.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded XLP 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling