+154.8%
XBI vs APH
+1,067.8%
-913.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | -3.6% | +1.6% | -5.2% | -4.4% |
| 30D | +0.9% | -3.0% | +3.8% | +2.1% |
| 3M | +21.4% | +5.7% | +15.7% | +16.5% |
| 6M | +25.5% | +20.0% | +5.5% | +10.8% |
| YTD | +30.8% | +20.8% | +10.0% | +11.9% |
| 1Y | +68.6% | +40.2% | +28.3% | +30.0% |
| 3Y | +103.9% | +288.1% | -184.2% | -24.4% |
| 5Y | +20.8% | +352.5% | -331.8% | -60.1% |
| All | +154.8% | +1,067.8% | -913.0% | -57.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling