+955.2%
APH vs WCN
+300.6%
+654.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.2% |
| 7D | -5.0% | +2.6% | -7.6% | -6.2% |
| 30D | -8.4% | +25.3% | -33.7% | -18.3% |
| 3M | -4.5% | +15.2% | -19.7% | -11.5% |
| 6M | +25.3% | +26.4% | -1.1% | +9.6% |
| YTD | +18.9% | +9.9% | +9.0% | +11.1% |
| 1Y | +11.9% | +16.2% | -4.2% | +1.1% |
| 3Y | +278.0% | +49.4% | +228.5% | +184.1% |
| 5Y | +306.4% | +46.2% | +260.3% | +204.7% |
| 10Y | +955.2% | +305.7% | +649.5% | +399.4% |
| All | +955.2% | +300.6% | +654.6% | +399.4% |
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