+4,798.6%
APH vs XRT
+540.1%
+4,258.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.8% | -6.5% | -7.5% |
| 7D | -12.7% | +2.3% | -15.0% | -14.3% |
| 30D | -19.2% | +9.8% | -28.9% | -24.5% |
| 3M | -16.7% | -0.2% | -16.5% | -17.4% |
| 6M | +5.1% | +8.4% | -3.2% | -1.5% |
| YTD | +6.6% | +7.5% | -1.0% | +0.3% |
| 1Y | +3.9% | +13.2% | -9.3% | -5.6% |
| 3Y | +246.0% | +52.0% | +194.0% | +153.8% |
| 5Y | +268.0% | -3.2% | +271.2% | +252.2% |
| 10Y | +868.2% | +157.1% | +711.2% | +309.7% |
| All | +4,798.6% | +540.1% | +4,258.5% | +800.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling