+21,536.9%
APH vs WCN
+6,839.3%
+14,697.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.2% |
| 7D | +5.0% | -0.6% | +5.6% | +5.1% |
| 30D | -3.9% | +0.4% | -4.3% | -4.1% |
| 3M | +13.0% | +7.3% | +5.7% | +10.3% |
| 6M | +25.2% | -2.5% | +27.7% | +25.2% |
| YTD | +22.9% | -5.4% | +28.3% | +23.6% |
| 1Y | +47.8% | -8.5% | +56.3% | +49.7% |
| 3Y | +283.0% | +20.8% | +262.2% | +256.9% |
| 5Y | +349.7% | +30.0% | +319.6% | +310.3% |
| 10Y | +1,061.2% | +238.4% | +822.8% | +738.4% |
| All | +21,536.9% | +6,839.3% | +14,697.6% | +9,285.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded WCN 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling