+291.1%
APH vs WBD
+148.0%
+143.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | +5.0% | -1.8% | +6.8% | +5.2% |
| 30D | -3.9% | +8.8% | -12.7% | -5.1% |
| 3M | +13.0% | +4.6% | +8.3% | +12.2% |
| 6M | +25.2% | +1.1% | +24.1% | +24.9% |
| YTD | +22.9% | -2.0% | +24.9% | +23.2% |
| 1Y | +47.8% | +140.0% | -92.2% | +28.1% |
| All | +291.1% | +148.0% | +143.0% | +218.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling