+355.9%
APH vs WCN
+30.3%
+325.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.2% |
| 7D | +5.0% | -0.6% | +5.6% | +5.2% |
| 30D | -3.9% | +0.4% | -4.3% | -4.1% |
| 3M | +13.0% | +7.3% | +5.7% | +9.4% |
| 6M | +25.2% | -2.5% | +27.7% | +25.4% |
| YTD | +22.9% | -5.4% | +28.3% | +24.3% |
| 1Y | +47.8% | -8.5% | +56.3% | +51.4% |
| 3Y | +283.0% | +20.8% | +262.2% | +230.8% |
| All | +355.9% | +30.3% | +325.6% | +260.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling