+944.2%
APH vs XRT
+139.8%
+804.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +0.4% | -1.4% | +1.8% | +1.3% |
| 30D | -8.0% | +9.8% | -17.8% | -12.9% |
| 3M | -5.0% | +3.3% | -8.3% | -7.2% |
| 6M | +29.9% | +13.6% | +16.3% | +20.1% |
| YTD | +18.0% | +9.1% | +8.9% | +11.6% |
| 1Y | +11.3% | +15.1% | -3.7% | +2.2% |
| 3Y | +274.9% | +59.9% | +215.0% | +185.0% |
| 5Y | +300.6% | -1.7% | +302.3% | +283.8% |
| All | +944.2% | +139.8% | +804.4% | +426.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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