+48.9%
APH vs GWW
+30.8%
+18.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.4% | -0.8% |
| 7D | +0.2% | -1.5% | +1.7% | +0.5% |
| 30D | -3.3% | +1.1% | -4.5% | -3.5% |
| 3M | +14.0% | -1.0% | +15.0% | +13.4% |
| 6M | +24.4% | +16.3% | +8.1% | +19.6% |
| YTD | +21.4% | +28.5% | -7.1% | +15.0% |
| 1Y | +48.9% | +30.3% | +18.7% | +43.1% |
| All | +48.9% | +30.8% | +18.1% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling