+504.3%
APH vs WING
+405.9%
+98.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.3% | -47.5% | -47.7% |
| 7D | -48.7% | -0.7% | -48.0% | -48.6% |
| 30D | -51.9% | -11.6% | -40.4% | -51.0% |
| 3M | -43.6% | -24.2% | -19.4% | -41.2% |
| 6M | -37.5% | -54.1% | +16.5% | -29.3% |
| YTD | -38.6% | -53.9% | +15.3% | -31.2% |
| 1Y | -26.3% | -64.4% | +38.0% | -14.1% |
| 3Y | +89.2% | -30.2% | +119.4% | +85.3% |
| 5Y | +119.8% | -34.1% | +153.9% | +107.6% |
| 10Y | +454.3% | +342.1% | +112.1% | +276.4% |
| All | +504.3% | +405.9% | +98.4% | +292.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling