+1,062.4%
APH vs XLU
+136.4%
+926.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | +0.1% |
| 7D | +1.6% | +0.6% | +1.0% | +1.3% |
| 30D | -3.0% | -0.4% | -2.6% | -2.8% |
| 3M | +5.7% | -1.7% | +7.5% | +6.3% |
| 6M | +20.0% | -7.1% | +27.1% | +24.4% |
| YTD | +20.8% | +1.9% | +18.9% | +18.9% |
| 1Y | +40.2% | +6.1% | +34.1% | +34.9% |
| 3Y | +288.1% | +48.8% | +239.3% | +204.6% |
| 5Y | +352.5% | +43.8% | +308.7% | +260.1% |
| 10Y | +1,062.4% | +143.2% | +919.3% | +659.5% |
| All | +1,062.4% | +136.4% | +926.0% | +659.5% |
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