+267.0%
APH vs WCC
+112.3%
+154.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.6% | +0.2% | -5.7% |
| 7D | -12.7% | -21.9% | +9.2% | -4.3% |
| 30D | -19.2% | -25.4% | +6.3% | -9.8% |
| 3M | -16.7% | -23.1% | +6.4% | -8.1% |
| 6M | +5.1% | -18.1% | +23.2% | +13.0% |
| YTD | +6.6% | +17.7% | -11.1% | +0.2% |
| 1Y | +3.9% | +12.4% | -8.5% | -0.7% |
| 3Y | +246.0% | +105.9% | +140.1% | +156.8% |
| All | +267.0% | +112.3% | +154.7% | +147.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling