+16.4%
APH vs XLU
+0.7%
+15.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.4% | -6.6% | -6.3% |
| 7D | -2.4% | +2.6% | -5.0% | -3.4% |
| 30D | -9.5% | +9.1% | -18.6% | -13.0% |
| 3M | -7.6% | -0.4% | -7.2% | -7.2% |
| 6M | +12.4% | -4.7% | +17.0% | +15.8% |
| YTD | +17.5% | +4.3% | +13.2% | +8.8% |
| 1Y | +16.4% | +1.0% | +15.4% | +11.0% |
| All | +16.4% | +0.7% | +15.7% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 1y: compounded portfolio wealth divided by compounded XLU 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…
1y analysis · Full analysis span regression · 6 months rolling