+76.1%
XBI vs APH
-25.2%
+101.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -47.8% | +48.6% | +5.1% |
| 7D | -2.6% | -48.7% | +46.1% | +1.9% |
| 30D | +7.1% | -51.9% | +59.0% | +13.5% |
| 3M | +22.9% | -43.6% | +66.5% | +25.5% |
| 6M | +29.7% | -37.5% | +67.2% | +28.8% |
| YTD | +34.5% | -38.6% | +73.1% | +33.6% |
| 1Y | +76.1% | -26.3% | +102.4% | +73.9% |
| All | +76.1% | -25.2% | +101.3% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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