+955.3%
XBI vs APH
+5,989.6%
-5,034.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.8% |
| 7D | +0.9% | +5.0% | -4.1% | -1.5% |
| 30D | +7.1% | -3.9% | +10.9% | +8.8% |
| 3M | +22.9% | +13.0% | +9.9% | +14.3% |
| 6M | +29.7% | +25.2% | +4.6% | +13.2% |
| YTD | +34.5% | +22.9% | +11.5% | +16.0% |
| 1Y | +76.1% | +47.8% | +28.2% | +36.5% |
| 3Y | +103.2% | +283.0% | -179.8% | -8.1% |
| 5Y | +22.8% | +349.7% | -326.8% | -48.9% |
| 10Y | +176.3% | +1,061.2% | -884.9% | -29.0% |
| All | +955.3% | +5,989.6% | -5,034.3% | +23.9% |
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