+871.6%
APH vs WEC
+175.6%
+696.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.1% | +6.2% | +4.6% |
| 7D | -5.9% | -0.2% | -5.8% | -6.0% |
| 30D | -14.8% | +12.3% | -27.1% | -17.4% |
| 3M | -12.4% | +8.3% | -20.7% | -14.3% |
| 6M | +8.1% | +3.5% | +4.6% | +6.6% |
| YTD | +10.9% | +12.7% | -1.8% | +6.9% |
| 1Y | +8.8% | +8.2% | +0.6% | +5.9% |
| 3Y | +262.1% | +55.9% | +206.2% | +212.2% |
| 5Y | +283.1% | +51.2% | +231.9% | +231.9% |
| All | +871.6% | +175.6% | +696.0% | +640.7% |
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