+955.2%
APH vs XLU
+154.5%
+800.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -5.0% | +0.7% | -5.8% | -5.4% |
| 30D | -8.4% | +5.6% | -14.0% | -11.3% |
| 3M | -4.5% | +2.1% | -6.6% | -5.8% |
| 6M | +25.3% | -0.9% | +26.1% | +25.1% |
| YTD | +18.9% | +4.6% | +14.3% | +15.2% |
| 1Y | +11.9% | +0.3% | +11.6% | +11.1% |
| 3Y | +278.0% | +58.6% | +219.4% | +185.1% |
| 5Y | +306.4% | +51.5% | +255.0% | +212.8% |
| 10Y | +955.2% | +159.4% | +795.8% | +576.4% |
| All | +955.2% | +154.5% | +800.7% | +576.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling