+1,030.6%
APH vs XLRE
+87.4%
+943.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.8% |
| 7D | -2.2% | -2.7% | +0.5% | -0.4% |
| 30D | -4.0% | -2.3% | -1.7% | -2.6% |
| 3M | +7.7% | -3.5% | +11.2% | +9.5% |
| 6M | +17.8% | +1.9% | +15.9% | +15.4% |
| YTD | +19.2% | +8.3% | +10.8% | +12.0% |
| 1Y | +35.7% | +6.4% | +29.3% | +28.9% |
| 3Y | +282.9% | +30.2% | +252.7% | +210.5% |
| 5Y | +345.6% | +8.6% | +337.0% | +309.1% |
| All | +1,030.6% | +87.4% | +943.2% | +646.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 10y: compounded portfolio wealth divided by compounded XLRE 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…
10y analysis · Full analysis span regression · 6 months rolling