+39,220.1%
APH vs XLY
+1,135.1%
+38,085.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +2.0% |
| 7D | +5.0% | -2.0% | +6.9% | +6.6% |
| 30D | -3.9% | -3.1% | -0.7% | -1.5% |
| 3M | +13.0% | -1.8% | +14.8% | +14.1% |
| 6M | +25.2% | -0.9% | +26.0% | +25.4% |
| YTD | +22.9% | -3.4% | +26.3% | +26.0% |
| 1Y | +47.8% | -1.5% | +49.4% | +48.6% |
| 3Y | +283.0% | +38.8% | +244.2% | +186.1% |
| 5Y | +349.7% | +30.5% | +319.2% | +242.2% |
| 10Y | +1,061.2% | +215.3% | +845.9% | +312.3% |
| All | +39,220.1% | +1,135.1% | +38,085.0% | +4,686.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 all: compounded portfolio wealth divided by compounded XLY 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…
all analysis · Full analysis span regression · 6 months rolling