+422.3%
XLF vs APH
+39,943.7%
-39,521.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.1% |
| 7D | 0.0% | +5.0% | -5.0% | -2.0% |
| 30D | +0.2% | -3.9% | +4.1% | +1.4% |
| 3M | +11.7% | +13.0% | -1.3% | +4.8% |
| 6M | +13.8% | +25.2% | -11.4% | +1.1% |
| YTD | +7.0% | +22.9% | -15.9% | -6.1% |
| 1Y | +9.1% | +47.8% | -38.7% | -12.2% |
| 3Y | +75.6% | +283.0% | -207.4% | -8.9% |
| 5Y | +66.4% | +349.7% | -283.2% | -19.9% |
| 10Y | +250.3% | +1,061.2% | -810.9% | +14.8% |
| All | +422.3% | +39,943.7% | -39,521.5% | -35.5% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling