+282.2%
APH vs XRT
-5.3%
+287.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.7% | +5.8% | +5.0% |
| 7D | -5.9% | +0.9% | -6.8% | -6.7% |
| 30D | -14.8% | +7.9% | -22.8% | -18.8% |
| 3M | -12.4% | -0.2% | -12.2% | -13.0% |
| 6M | +8.1% | +5.6% | +2.5% | +3.7% |
| YTD | +10.9% | +5.7% | +5.3% | +6.4% |
| 1Y | +8.8% | +14.6% | -5.8% | -0.3% |
| 3Y | +262.1% | +50.7% | +211.4% | +181.8% |
| All | +282.2% | -5.3% | +287.5% | +259.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling