+132,206.3%
APH vs WEC
+3,098.8%
+129,107.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | +5.0% | -0.3% | +5.2% | +5.1% |
| 30D | -3.9% | -1.3% | -2.6% | -3.5% |
| 3M | +13.0% | -3.9% | +16.9% | +14.1% |
| 6M | +25.2% | -8.3% | +33.5% | +28.2% |
| YTD | +22.9% | +3.1% | +19.9% | +21.0% |
| 1Y | +47.8% | +1.9% | +45.9% | +45.7% |
| 3Y | +283.0% | +41.9% | +241.1% | +229.6% |
| 5Y | +349.7% | +30.8% | +318.9% | +295.3% |
| 10Y | +1,061.2% | +141.9% | +919.3% | +679.7% |
| All | +132,206.3% | +3,098.8% | +129,107.4% | +47,767.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded WEC 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling