+247.7%
APH vs XRT
+52.2%
+195.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.8% | -6.5% | -7.9% |
| 7D | -12.7% | +2.3% | -15.0% | -13.9% |
| 30D | -19.2% | +9.8% | -28.9% | -23.6% |
| 3M | -16.7% | -0.2% | -16.5% | -17.0% |
| 6M | +5.1% | +8.4% | -3.2% | -0.6% |
| YTD | +6.6% | +7.5% | -1.0% | +1.0% |
| 1Y | +3.9% | +13.2% | -9.3% | -4.4% |
| All | +247.7% | +52.2% | +195.5% | +179.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling