+1,041.3%
APH vs WCN
+239.1%
+802.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.7% |
| 7D | +0.2% | -0.4% | +0.7% | +0.4% |
| 30D | -3.3% | -2.1% | -1.2% | -2.4% |
| 3M | +14.0% | +6.4% | +7.7% | +9.4% |
| 6M | +24.4% | -3.7% | +28.1% | +25.2% |
| YTD | +21.4% | -6.4% | +27.8% | +23.3% |
| 1Y | +48.9% | -7.9% | +56.9% | +51.9% |
| 3Y | +290.1% | +20.8% | +269.3% | +228.8% |
| 5Y | +352.8% | +29.0% | +323.8% | +260.6% |
| 10Y | +1,041.3% | +236.4% | +804.9% | +486.3% |
| All | +1,041.3% | +239.1% | +802.1% | +486.3% |
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