+285.6%
APH vs W
+39.1%
+246.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.7% | +0.4% |
| 7D | +5.0% | -4.2% | +9.1% | +5.7% |
| 30D | -3.9% | -7.6% | +3.7% | -2.6% |
| 3M | +13.0% | +37.2% | -24.2% | +4.3% |
| 6M | +25.2% | +26.3% | -1.2% | +16.7% |
| YTD | +22.9% | -1.0% | +23.9% | +19.7% |
| 1Y | +47.8% | +20.1% | +27.8% | +37.8% |
| All | +285.6% | +39.1% | +246.6% | +210.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded W 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling