+150.7%
XBI vs APH
+1,052.1%
-901.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -0.9% |
| 7D | -4.6% | -2.2% | -2.4% | -3.5% |
| 30D | -0.8% | -4.0% | +3.2% | +1.0% |
| 3M | +21.8% | +7.7% | +14.1% | +15.7% |
| 6M | +23.2% | +17.8% | +5.4% | +9.8% |
| YTD | +28.7% | +19.2% | +9.6% | +10.8% |
| 1Y | +67.8% | +35.7% | +32.1% | +31.9% |
| 3Y | +100.6% | +282.9% | -182.3% | -25.0% |
| 5Y | +19.8% | +345.6% | -325.8% | -60.1% |
| All | +150.7% | +1,052.1% | -901.4% | -57.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling