+139.4%
XBI vs APH
+950.8%
-811.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.2% |
| 7D | -1.8% | +0.4% | -2.1% | -2.1% |
| 30D | +3.2% | -8.0% | +11.2% | +6.8% |
| 3M | -1.1% | -5.0% | +3.9% | 0.0% |
| 6M | +16.1% | +29.9% | -13.8% | -2.1% |
| YTD | +28.3% | +18.0% | +10.4% | +9.8% |
| 1Y | +37.7% | +11.3% | +26.4% | +21.2% |
| 3Y | +134.9% | +274.9% | -140.0% | -11.8% |
| 5Y | +24.5% | +300.6% | -276.1% | -55.9% |
| 10Y | +139.4% | +944.2% | -804.8% | -56.6% |
| All | +139.4% | +950.8% | -811.5% | -56.6% |
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