+16.4%
APH vs WCC
+24.5%
-8.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -9.9% | +3.8% | -1.1% |
| 7D | -2.4% | -8.8% | +6.4% | +2.1% |
| 30D | -9.5% | -16.0% | +6.5% | -1.5% |
| 3M | -7.6% | -15.2% | +7.6% | -0.1% |
| 6M | +12.4% | -8.4% | +20.8% | +16.9% |
| YTD | +17.5% | +30.1% | -12.6% | -1.3% |
| 1Y | +16.4% | +26.4% | -10.0% | 0.0% |
| All | +16.4% | +24.5% | -8.0% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling