+282.2%
APH vs WING
+4.1%
+278.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.6% | +4.4% |
| 7D | -5.9% | +9.0% | -15.0% | -7.4% |
| 30D | -14.8% | +39.9% | -54.7% | -19.9% |
| 3M | -12.4% | +40.4% | -52.8% | -18.2% |
| 6M | +8.1% | +12.9% | -4.8% | +4.2% |
| YTD | +10.9% | -31.1% | +42.0% | +15.5% |
| 1Y | +8.8% | -32.7% | +41.5% | +13.5% |
| 3Y | +262.1% | -19.8% | +281.9% | +238.8% |
| All | +282.2% | +4.1% | +278.1% | +212.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling