+955.2%
APH vs WING
+675.9%
+279.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.2% | -0.2% |
| 7D | -5.0% | +5.0% | -10.0% | -5.9% |
| 30D | -8.4% | +38.7% | -47.1% | -13.8% |
| 3M | -4.5% | +44.7% | -49.2% | -11.5% |
| 6M | +25.3% | +31.5% | -6.2% | +17.3% |
| YTD | +18.9% | -28.4% | +47.3% | +22.9% |
| 1Y | +11.9% | -28.2% | +40.1% | +15.3% |
| 3Y | +278.0% | -18.4% | +296.4% | +259.9% |
| 5Y | +306.4% | +5.2% | +301.2% | +248.8% |
| 10Y | +955.2% | +699.8% | +255.3% | +562.1% |
| All | +955.2% | +675.9% | +279.3% | +562.1% |
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