+48.9%
APH vs WCN
-8.2%
+57.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.4% |
| 7D | +0.2% | -0.4% | +0.7% | +0.1% |
| 30D | -3.3% | -2.1% | -1.2% | -3.7% |
| 3M | +14.0% | +6.4% | +7.7% | +14.2% |
| 6M | +24.4% | -3.7% | +28.1% | +23.8% |
| YTD | +21.4% | -6.4% | +27.8% | +20.2% |
| 1Y | +48.9% | -7.9% | +56.9% | +50.0% |
| All | +48.9% | -8.2% | +57.2% | +50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling