+951.3%
APH vs WING
+742.9%
+208.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +8.4% | -0.2% | +6.7% |
| 7D | +1.1% | +8.6% | -7.5% | -0.4% |
| 30D | -7.5% | +44.8% | -52.2% | -13.6% |
| 3M | -4.4% | +51.9% | -56.4% | -12.2% |
| 6M | +26.5% | +37.2% | -10.8% | +17.5% |
| YTD | +20.0% | -25.3% | +45.3% | +23.1% |
| 1Y | +16.9% | -25.1% | +42.0% | +19.5% |
| 3Y | +288.5% | -12.9% | +301.4% | +265.5% |
| 5Y | +310.3% | +12.0% | +298.3% | +248.2% |
| 10Y | +951.3% | +716.5% | +234.8% | +550.2% |
| All | +951.3% | +742.9% | +208.4% | +550.2% |
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