+61,451.9%
APH vs GWW
+10,036.5%
+51,415.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.1% | -48.9% | -48.3% |
| 7D | -48.7% | +0.3% | -49.0% | -49.0% |
| 30D | -51.9% | +3.3% | -55.2% | -52.8% |
| 3M | -43.6% | +2.9% | -46.5% | -44.7% |
| 6M | -37.5% | +15.8% | -53.3% | -41.9% |
| YTD | -38.6% | +32.0% | -70.7% | -46.5% |
| 1Y | -26.3% | +29.9% | -56.2% | -35.4% |
| 3Y | +89.2% | +91.1% | -1.9% | +39.0% |
| 5Y | +119.8% | +223.9% | -104.1% | +26.8% |
| 10Y | +454.3% | +567.0% | -112.8% | +118.6% |
| All | +61,451.9% | +10,036.5% | +51,415.5% | +10,099.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling