+955.2%
APH vs WEC
+186.5%
+768.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -5.0% | +1.4% | -6.4% | -5.4% |
| 30D | -8.4% | +12.8% | -21.1% | -11.2% |
| 3M | -4.5% | +11.2% | -15.7% | -7.2% |
| 6M | +25.3% | +6.6% | +18.7% | +22.7% |
| YTD | +18.9% | +13.8% | +5.1% | +14.4% |
| 1Y | +11.9% | +7.6% | +4.3% | +9.2% |
| 3Y | +278.0% | +62.2% | +215.7% | +222.1% |
| 5Y | +306.4% | +52.0% | +254.5% | +252.0% |
| 10Y | +955.2% | +189.4% | +765.8% | +706.0% |
| All | +955.2% | +186.5% | +768.6% | +706.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling