+26,969.5%
APH vs WCC
+1,380.5%
+25,589.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.6% | +0.2% | -6.5% |
| 7D | -12.7% | -21.9% | +9.2% | -6.0% |
| 30D | -19.2% | -25.4% | +6.3% | -11.7% |
| 3M | -16.7% | -23.1% | +6.4% | -9.8% |
| 6M | +5.1% | -18.1% | +23.2% | +11.4% |
| YTD | +6.6% | +17.7% | -11.1% | +1.0% |
| 1Y | +3.9% | +12.4% | -8.5% | -0.2% |
| 3Y | +246.0% | +105.9% | +140.1% | +168.9% |
| 5Y | +268.0% | +116.8% | +151.2% | +170.9% |
| 10Y | +868.2% | +456.1% | +412.2% | +394.8% |
| All | +26,969.5% | +1,380.5% | +25,589.0% | +8,479.0% |
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