+725.7%
XBI vs APTV
+173.4%
+552.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -0.7% |
| 7D | -3.6% | -1.2% | -2.5% | -3.3% |
| 30D | +0.9% | -10.6% | +11.5% | +4.7% |
| 3M | +21.4% | -35.0% | +56.4% | +39.0% |
| 6M | +25.5% | -38.9% | +64.4% | +45.0% |
| YTD | +30.8% | -41.5% | +72.3% | +52.4% |
| 1Y | +68.6% | -45.8% | +114.4% | +101.3% |
| 3Y | +103.9% | -55.7% | +159.6% | +152.1% |
| 5Y | +20.8% | -70.1% | +90.9% | +66.9% |
| 10Y | +164.0% | -19.1% | +183.1% | +119.9% |
| All | +725.7% | +173.4% | +552.3% | +341.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling