+288.5%
APH vs WING
-13.5%
+302.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +8.4% | -0.2% | +7.1% |
| 7D | +1.1% | +8.6% | -7.5% | 0.0% |
| 30D | -7.5% | +44.8% | -52.2% | -11.9% |
| 3M | -4.4% | +51.9% | -56.4% | -10.0% |
| 6M | +26.5% | +37.2% | -10.8% | +20.1% |
| YTD | +20.0% | -25.3% | +45.3% | +22.6% |
| 1Y | +16.9% | -25.1% | +42.0% | +19.1% |
| 3Y | +288.5% | -12.9% | +301.4% | +259.6% |
| All | +288.5% | -13.5% | +302.0% | +259.6% |
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