+61,451.9%
APH vs WEC
+3,098.8%
+58,353.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.2% | -47.6% | -47.7% |
| 7D | -48.7% | -0.3% | -48.4% | -48.6% |
| 30D | -51.9% | -1.3% | -50.6% | -51.7% |
| 3M | -43.6% | -3.9% | -39.6% | -43.0% |
| 6M | -37.5% | -8.3% | -29.2% | -36.0% |
| YTD | -38.6% | +3.1% | -41.7% | -39.6% |
| 1Y | -26.3% | +1.9% | -28.3% | -27.3% |
| 3Y | +89.2% | +41.9% | +47.3% | +62.9% |
| 5Y | +119.8% | +30.8% | +89.0% | +93.3% |
| 10Y | +454.3% | +141.9% | +312.3% | +272.4% |
| All | +61,451.9% | +3,098.8% | +58,353.1% | +22,181.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling