+16.4%
APH vs XME
+5.2%
+11.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.0% | -5.1% | -5.6% |
| 7D | -2.4% | -5.5% | +3.0% | +0.6% |
| 30D | -9.5% | -11.1% | +1.7% | -3.7% |
| 3M | -7.6% | -11.1% | +3.5% | -2.1% |
| 6M | +12.4% | -18.0% | +30.4% | +22.7% |
| YTD | +17.5% | -7.4% | +24.9% | +14.4% |
| 1Y | +16.4% | +6.7% | +9.7% | +2.5% |
| All | +16.4% | +5.2% | +11.2% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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