+930.0%
APH vs WCC
+431.3%
+498.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | -0.1% | -1.2% |
| 7D | +4.9% | +9.9% | -5.1% | +1.5% |
| 30D | -5.4% | -8.4% | +3.1% | -2.3% |
| 3M | -5.5% | -10.3% | +4.9% | -1.7% |
| 6M | +25.9% | -10.5% | +36.4% | +30.7% |
| YTD | +16.4% | +32.2% | -15.8% | +5.2% |
| 1Y | +16.5% | +25.5% | -9.0% | +7.1% |
| 3Y | +270.9% | +134.7% | +136.2% | +165.6% |
| 5Y | +289.5% | +139.9% | +149.6% | +163.0% |
| All | +930.0% | +431.3% | +498.7% | +368.1% |
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