+731.3%
APH vs WBD
+8.4%
+722.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | 0.0% | -6.3% | -6.3% |
| 7D | -10.0% | +0.5% | -10.5% | -10.1% |
| 30D | -5.4% | -1.6% | -3.8% | -5.1% |
| 3M | -5.8% | -0.9% | -4.9% | -5.7% |
| 6M | -7.6% | +19.6% | -27.2% | -10.7% |
| YTD | -5.1% | -5.9% | +0.9% | -4.1% |
| 1Y | +60.0% | +200.9% | -140.9% | +28.4% |
| 3Y | +248.5% | +101.4% | +147.1% | +188.7% |
| 5Y | +293.6% | -27.8% | +321.4% | +279.2% |
| All | +731.3% | +8.4% | +722.8% | +572.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 10y: compounded portfolio wealth divided by compounded WBD 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…
10y analysis · Full analysis span regression · 6 months rolling