+310.3%
APH vs XRT
-1.2%
+311.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.7% | +4.5% | +6.3% |
| 7D | +1.1% | +2.5% | -1.4% | -0.4% |
| 30D | -7.5% | +10.3% | -17.8% | -12.7% |
| 3M | -4.4% | +2.4% | -6.8% | -6.2% |
| 6M | +26.5% | +10.0% | +16.5% | +18.9% |
| YTD | +20.0% | +9.5% | +10.5% | +13.1% |
| 1Y | +16.9% | +17.2% | -0.3% | +6.0% |
| 3Y | +288.5% | +62.0% | +226.5% | +191.4% |
| 5Y | +310.3% | -2.1% | +312.4% | +279.7% |
| All | +310.3% | -1.2% | +311.5% | +279.7% |
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