+23.2%
XBI vs APH
+351.1%
-327.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.6% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | +2.9% | -3.3% | +6.2% | +4.1% |
| 3M | +26.2% | +14.0% | +12.2% | +17.9% |
| 6M | +30.7% | +24.4% | +6.3% | +16.1% |
| YTD | +32.9% | +21.4% | +11.5% | +16.4% |
| 1Y | +72.3% | +48.9% | +23.3% | +33.2% |
| 3Y | +107.2% | +290.1% | -182.9% | -21.5% |
| 5Y | +23.2% | +352.8% | -329.7% | -59.7% |
| All | +23.2% | +351.1% | -327.9% | -59.7% |
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 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