+352.8%
APH vs XLRE
+8.1%
+344.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | +0.2% | -0.3% | +0.5% | +0.4% |
| 30D | -3.3% | -2.4% | -0.9% | -2.0% |
| 3M | +14.0% | +0.6% | +13.5% | +12.8% |
| 6M | +24.4% | +3.9% | +20.5% | +20.4% |
| YTD | +21.4% | +10.5% | +10.9% | +12.9% |
| 1Y | +48.9% | +8.4% | +40.6% | +40.0% |
| 3Y | +290.1% | +32.8% | +257.3% | +212.3% |
| 5Y | +352.8% | +7.0% | +345.8% | +330.5% |
| All | +352.8% | +8.1% | +344.7% | +330.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling