+948.3%
APH vs XRT
+135.4%
+812.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +1.4% |
| 7D | +11.1% | -0.4% | +11.6% | +11.4% |
| 30D | -7.3% | +7.5% | -14.8% | -11.3% |
| 3M | -6.2% | +2.3% | -8.5% | -7.9% |
| 6M | +24.9% | +12.8% | +12.1% | +15.9% |
| YTD | +18.4% | +7.1% | +11.4% | +13.1% |
| 1Y | +13.0% | +12.3% | +0.7% | +5.1% |
| 3Y | +276.4% | +57.0% | +219.4% | +188.9% |
| 5Y | +296.4% | -4.3% | +300.7% | +285.2% |
| All | +948.3% | +135.4% | +812.9% | +433.4% |
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