+28,084.2%
APH vs WCC
+1,412.6%
+26,671.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.2% | +2.0% | +3.5% |
| 7D | -5.9% | -14.7% | +8.8% | -1.3% |
| 30D | -14.8% | -20.1% | +5.3% | -8.8% |
| 3M | -12.4% | -21.2% | +8.7% | -5.9% |
| 6M | +8.1% | -19.2% | +27.2% | +15.0% |
| YTD | +10.9% | +20.2% | -9.3% | +4.5% |
| 1Y | +8.8% | +14.5% | -5.7% | +4.0% |
| 3Y | +262.1% | +115.1% | +146.9% | +177.9% |
| 5Y | +283.1% | +121.5% | +161.6% | +180.3% |
| 10Y | +908.1% | +468.1% | +440.0% | +412.0% |
| All | +28,084.2% | +1,412.6% | +26,671.6% | +8,777.1% |
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 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