+47.9%
XBI vs APD
+36.4%
+11.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.9% | +0.8% | +2.6% |
| 7D | +1.0% | +3.8% | -2.8% | +0.9% |
| 30D | +1.9% | +14.1% | -12.2% | +1.5% |
| 3M | +4.8% | +8.2% | -3.4% | +4.5% |
| 6M | +19.3% | +7.5% | +11.8% | +19.0% |
| YTD | +30.6% | +31.7% | -1.0% | +29.2% |
| 1Y | +47.9% | +35.1% | +12.8% | +45.7% |
| All | +47.9% | +36.4% | +11.5% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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