+951.3%
APH vs WCC
+492.1%
+459.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +8.1% | +0.1% | +5.4% |
| 7D | +1.1% | -5.7% | +6.8% | +3.3% |
| 30D | -7.5% | -13.5% | +6.0% | -2.6% |
| 3M | -4.4% | -12.9% | +8.4% | +0.4% |
| 6M | +26.5% | -10.7% | +37.1% | +31.4% |
| YTD | +20.0% | +30.0% | -9.9% | +9.3% |
| 1Y | +16.9% | +24.7% | -7.8% | +7.8% |
| 3Y | +288.5% | +136.6% | +151.9% | +178.2% |
| 5Y | +310.3% | +143.9% | +166.4% | +176.5% |
| 10Y | +951.3% | +465.9% | +485.4% | +398.8% |
| All | +951.3% | +492.1% | +459.2% | +398.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling