+355.9%
APH vs WBD
-0.2%
+356.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | +5.0% | -1.8% | +6.8% | +5.3% |
| 30D | -3.9% | +8.8% | -12.7% | -5.2% |
| 3M | +13.0% | +4.6% | +8.3% | +12.1% |
| 6M | +25.2% | +1.1% | +24.1% | +24.8% |
| YTD | +22.9% | -2.0% | +24.9% | +23.2% |
| 1Y | +47.8% | +140.0% | -92.2% | +26.1% |
| 3Y | +283.0% | +144.4% | +138.6% | +213.3% |
| All | +355.9% | -0.2% | +356.1% | +315.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling