+930.0%
APH vs WCN
+322.1%
+607.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.8% |
| 7D | +4.9% | +2.6% | +2.3% | +3.7% |
| 30D | -5.4% | +23.9% | -29.3% | -15.1% |
| 3M | -5.5% | +17.4% | -22.9% | -13.1% |
| 6M | +25.9% | +28.0% | -2.1% | +9.5% |
| YTD | +16.4% | +11.6% | +4.8% | +8.0% |
| 1Y | +16.5% | +16.9% | -0.4% | +5.1% |
| 3Y | +270.9% | +51.6% | +219.3% | +176.8% |
| 5Y | +289.5% | +48.0% | +241.5% | +190.4% |
| All | +930.0% | +322.1% | +607.9% | +373.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling