+14,429.0%
APH vs WCC
+1,713.7%
+12,715.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.2% | -51.0% | -48.7% |
| 7D | -48.7% | +0.2% | -48.9% | -49.2% |
| 30D | -51.9% | -5.8% | -46.1% | -51.5% |
| 3M | -43.6% | -3.7% | -39.9% | -43.5% |
| 6M | -37.5% | +23.1% | -60.6% | -42.0% |
| YTD | -38.6% | +44.2% | -82.8% | -45.8% |
| 1Y | -26.3% | +62.1% | -88.4% | -37.3% |
| 3Y | +89.2% | +121.1% | -31.9% | +42.0% |
| 5Y | +119.8% | +214.0% | -94.2% | +43.7% |
| 10Y | +454.3% | +472.8% | -18.5% | +176.2% |
| All | +14,429.0% | +1,713.7% | +12,715.2% | +4,192.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling