+21,028.6%
APH vs WCN
+7,914.0%
+13,114.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.5% | +7.7% | +8.1% |
| 7D | +1.1% | +1.2% | -0.1% | +0.7% |
| 30D | -7.5% | +24.6% | -32.1% | -13.3% |
| 3M | -4.4% | +14.2% | -18.7% | -8.4% |
| 6M | +26.5% | +25.7% | +0.8% | +17.5% |
| YTD | +20.0% | +9.3% | +10.8% | +15.4% |
| 1Y | +16.9% | +15.3% | +1.5% | +10.6% |
| 3Y | +288.5% | +48.6% | +239.9% | +240.4% |
| 5Y | +310.3% | +46.9% | +263.4% | +260.1% |
| 10Y | +951.3% | +298.1% | +653.2% | +622.6% |
| All | +21,028.6% | +7,914.0% | +13,114.6% | +8,660.3% |
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 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