+898.9%
XBI vs APH
+5,790.5%
-4,891.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -0.7% |
| 7D | +0.1% | -5.0% | +5.1% | +2.2% |
| 30D | +0.8% | -8.4% | +9.2% | +4.4% |
| 3M | -1.9% | -4.5% | +2.6% | -1.0% |
| 6M | +15.2% | +25.3% | -10.1% | +0.2% |
| YTD | +27.3% | +18.9% | +8.4% | +10.4% |
| 1Y | +41.5% | +11.9% | +29.5% | +25.9% |
| 3Y | +133.1% | +278.0% | -144.9% | +4.9% |
| 5Y | +23.7% | +306.4% | -282.8% | -46.4% |
| 10Y | +139.0% | +955.2% | -816.2% | -36.5% |
| All | +898.9% | +5,790.5% | -4,891.6% | +18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling