+100.2%
XBI vs APA
+11.9%
+88.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.5% |
| 7D | -4.6% | +0.8% | -5.4% | -4.7% |
| 30D | -0.8% | +9.6% | -10.4% | -1.7% |
| 3M | +21.8% | +18.0% | +3.8% | +19.7% |
| 6M | +23.2% | +41.9% | -18.7% | +16.9% |
| YTD | +28.7% | +86.3% | -57.6% | +16.7% |
| 1Y | +67.8% | +97.9% | -30.1% | +49.8% |
| All | +100.2% | +11.9% | +88.3% | +88.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling