+930.0%
APH vs WING
+620.3%
+309.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +4.9% | -2.5% | +7.4% | +5.4% |
| 30D | -5.4% | +29.5% | -34.9% | -9.9% |
| 3M | -5.5% | +40.2% | -45.6% | -11.8% |
| 6M | +25.9% | +32.7% | -6.8% | +17.6% |
| YTD | +16.4% | -32.8% | +49.2% | +21.5% |
| 1Y | +16.5% | -31.7% | +48.2% | +21.0% |
| 3Y | +270.9% | -24.7% | +295.6% | +258.3% |
| 5Y | +289.5% | -0.5% | +290.0% | +237.5% |
| All | +930.0% | +620.3% | +309.7% | +547.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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