+1,041.3%
APH vs WBD
+12.5%
+1,028.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -1.2% |
| 7D | +0.2% | -0.7% | +0.9% | +0.3% |
| 30D | -3.3% | +5.0% | -8.3% | -4.2% |
| 3M | +14.0% | +6.2% | +7.8% | +12.7% |
| 6M | +24.4% | +0.6% | +23.8% | +24.2% |
| YTD | +21.4% | -2.4% | +23.9% | +21.8% |
| 1Y | +48.9% | +127.7% | -78.8% | +26.6% |
| 3Y | +290.1% | +148.4% | +141.7% | +212.6% |
| 5Y | +352.8% | +4.2% | +348.6% | +306.4% |
| 10Y | +1,041.3% | +10.8% | +1,030.5% | +801.1% |
| All | +1,041.3% | +12.5% | +1,028.8% | +801.1% |
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