+19.9%
XBI vs APTV
-69.3%
+89.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -4.6% | -5.0% | +0.4% | -3.1% |
| 30D | -2.0% | -6.1% | +4.1% | -0.2% |
| 3M | +17.8% | -33.0% | +50.8% | +32.5% |
| 6M | +23.7% | -35.2% | +59.0% | +39.1% |
| YTD | +28.2% | -40.1% | +68.4% | +47.1% |
| 1Y | +64.0% | -45.6% | +109.6% | +94.4% |
| 3Y | +99.4% | -54.4% | +153.8% | +144.6% |
| All | +19.9% | -69.3% | +89.2% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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