+11.3%
APH vs WING
-29.6%
+41.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.6% |
| 7D | +0.4% | -0.5% | +0.9% | +0.4% |
| 30D | -8.0% | +32.3% | -40.3% | -11.2% |
| 3M | -5.0% | +50.2% | -55.2% | -10.3% |
| 6M | +29.9% | +31.7% | -1.7% | +24.2% |
| YTD | +18.0% | -29.6% | +47.6% | +21.4% |
| 1Y | +11.3% | -29.7% | +41.0% | +14.4% |
| All | +11.3% | -29.6% | +41.0% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling