+2,534.5%
APH vs XRT
+514.3%
+2,020.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.7% | -49.5% | -48.9% |
| 7D | -48.7% | +1.2% | -49.9% | -49.6% |
| 30D | -51.9% | -4.2% | -47.7% | -51.2% |
| 3M | -43.6% | +5.1% | -48.6% | -46.3% |
| 6M | -37.5% | +2.4% | -39.9% | -39.4% |
| YTD | -38.6% | +3.2% | -41.8% | -40.8% |
| 1Y | -26.3% | +1.5% | -27.9% | -28.5% |
| 3Y | +89.2% | +40.6% | +48.6% | +45.6% |
| 5Y | +119.8% | -1.0% | +120.8% | +105.9% |
| 10Y | +454.3% | +128.4% | +325.8% | +154.8% |
| All | +2,534.5% | +514.3% | +2,020.2% | +396.0% |
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 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