+776.9%
XLK vs APH
+1,052.1%
-275.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.6% |
| 7D | -0.4% | -2.2% | +1.8% | +1.0% |
| 30D | -0.5% | -4.0% | +3.6% | +1.8% |
| 3M | +5.0% | +7.7% | -2.7% | -0.6% |
| 6M | +32.9% | +17.8% | +15.1% | +16.2% |
| YTD | +29.0% | +19.2% | +9.8% | +7.9% |
| 1Y | +37.8% | +35.7% | +2.2% | +4.0% |
| 3Y | +118.7% | +282.9% | -164.2% | -27.6% |
| 5Y | +145.6% | +345.6% | -200.1% | -28.0% |
| All | +776.9% | +1,052.1% | -275.3% | +34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling