+262.1%
APH vs W
+123.5%
+138.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.4% | +5.6% | +4.4% |
| 7D | -5.9% | -3.6% | -2.3% | -5.5% |
| 30D | -14.8% | +7.0% | -21.8% | -16.1% |
| 3M | -12.4% | +7.4% | -19.8% | -14.1% |
| 6M | +8.1% | +69.3% | -61.2% | -4.9% |
| YTD | +10.9% | +11.3% | -0.3% | +5.1% |
| 1Y | +8.8% | +13.2% | -4.4% | +2.4% |
| 3Y | +262.1% | +142.0% | +120.0% | +179.7% |
| All | +262.1% | +123.5% | +138.6% | +179.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling