+262.1%
APH vs WING
-19.7%
+281.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.6% | +4.3% |
| 7D | -5.9% | +9.0% | -15.0% | -7.0% |
| 30D | -14.8% | +39.9% | -54.7% | -18.6% |
| 3M | -12.4% | +40.4% | -52.8% | -16.7% |
| 6M | +8.1% | +12.9% | -4.8% | +5.3% |
| YTD | +10.9% | -31.1% | +42.0% | +14.4% |
| 1Y | +8.8% | -32.7% | +41.5% | +12.4% |
| 3Y | +262.1% | -19.8% | +281.9% | +238.3% |
| All | +262.1% | -19.7% | +281.7% | +238.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling