+23.7%
XBI vs APH
+309.1%
-285.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -0.8% |
| 7D | +0.1% | -5.0% | +5.1% | +1.9% |
| 30D | +0.8% | -8.4% | +9.2% | +3.9% |
| 3M | -1.9% | -4.5% | +2.6% | -1.1% |
| 6M | +15.2% | +25.3% | -10.1% | +1.7% |
| YTD | +27.3% | +18.9% | +8.4% | +11.4% |
| 1Y | +41.5% | +11.9% | +29.5% | +27.1% |
| 3Y | +133.1% | +278.0% | -144.9% | -12.1% |
| 5Y | +23.7% | +306.4% | -282.8% | -58.4% |
| All | +23.7% | +309.1% | -285.5% | -58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling