+306.4%
APH vs WING
+8.7%
+297.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.2% | -0.2% |
| 7D | -5.0% | +5.0% | -10.0% | -5.8% |
| 30D | -8.4% | +38.7% | -47.1% | -13.7% |
| 3M | -4.5% | +44.7% | -49.2% | -11.3% |
| 6M | +25.3% | +31.5% | -6.2% | +17.5% |
| YTD | +18.9% | -28.4% | +47.3% | +23.1% |
| 1Y | +11.9% | -28.2% | +40.1% | +15.5% |
| 3Y | +278.0% | -18.4% | +296.4% | +253.2% |
| 5Y | +306.4% | +5.2% | +301.2% | +230.9% |
| All | +306.4% | +8.7% | +297.8% | +230.9% |
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