+9,965.9%
APH vs WCN
+6,839.3%
+3,126.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.3% | -47.5% | -47.7% |
| 7D | -48.7% | -0.5% | -48.2% | -48.6% |
| 30D | -51.9% | +0.4% | -52.4% | -52.0% |
| 3M | -43.6% | +7.3% | -50.9% | -44.9% |
| 6M | -37.5% | -2.5% | -35.0% | -37.5% |
| YTD | -38.6% | -5.4% | -33.3% | -38.2% |
| 1Y | -26.3% | -8.5% | -17.9% | -25.3% |
| 3Y | +89.2% | +20.8% | +68.4% | +76.4% |
| 5Y | +119.8% | +30.0% | +89.8% | +100.7% |
| 10Y | +454.3% | +238.4% | +215.8% | +300.5% |
| All | +9,965.9% | +6,839.3% | +3,126.6% | +4,269.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling