+64.0%
XBI vs APA
+101.6%
-37.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | -4.6% | +4.6% | -9.2% | -4.3% |
| 30D | -2.0% | +11.9% | -13.9% | -1.0% |
| 3M | +17.8% | +22.5% | -4.7% | +20.0% |
| 6M | +23.7% | +37.5% | -13.8% | +25.3% |
| YTD | +28.2% | +87.2% | -58.9% | +29.1% |
| 1Y | +64.0% | +101.4% | -37.5% | +65.4% |
| All | +64.0% | +101.6% | -37.6% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling