+294.9%
APH vs W
-53.1%
+348.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.1% |
| 7D | +0.4% | -7.4% | +7.8% | +1.6% |
| 30D | -8.0% | +7.8% | -15.8% | -9.2% |
| 3M | -5.0% | +10.9% | -15.9% | -6.9% |
| 6M | +29.9% | +86.4% | -56.5% | +15.8% |
| YTD | +18.0% | +14.0% | +4.0% | +12.8% |
| 1Y | +11.3% | +3.5% | +7.8% | +7.7% |
| 3Y | +274.9% | +164.8% | +110.2% | +198.6% |
| All | +294.9% | -53.1% | +348.0% | +228.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling