+1,059.7%
APH vs WING
+342.3%
+717.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.0% |
| 7D | +5.0% | -3.9% | +8.8% | +5.6% |
| 30D | -3.9% | -11.6% | +7.7% | -2.2% |
| 3M | +13.0% | -24.2% | +37.2% | +17.6% |
| 6M | +25.2% | -54.1% | +79.2% | +41.8% |
| YTD | +22.9% | -53.9% | +76.8% | +38.0% |
| 1Y | +47.8% | -64.4% | +112.2% | +72.8% |
| 3Y | +283.0% | -30.2% | +313.2% | +273.0% |
| 5Y | +349.7% | -34.1% | +383.8% | +321.2% |
| All | +1,059.7% | +342.3% | +717.5% | +726.0% |
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