+955.3%
XBI vs APD
+768.3%
+187.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | +0.1% |
| 7D | +0.9% | -2.2% | +3.1% | +2.0% |
| 30D | +7.1% | +2.1% | +5.0% | +5.9% |
| 3M | +22.9% | +7.2% | +15.7% | +18.1% |
| 6M | +29.7% | +11.2% | +18.5% | +21.8% |
| YTD | +34.5% | +24.4% | +10.1% | +19.0% |
| 1Y | +76.1% | +6.7% | +69.4% | +66.7% |
| 3Y | +103.2% | +9.2% | +93.9% | +83.5% |
| 5Y | +22.8% | +27.4% | -4.5% | +0.7% |
| 10Y | +176.3% | +164.8% | +11.5% | +43.6% |
| All | +955.3% | +768.3% | +187.0% | +166.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling