+1,003.0%
APH vs WING
+667.7%
+335.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.1% | -8.2% | -9.1% |
| 7D | -12.7% | +14.0% | -26.7% | -14.8% |
| 30D | -19.2% | +47.7% | -66.9% | -24.7% |
| 3M | -16.7% | +34.2% | -50.9% | -21.6% |
| 6M | +5.1% | +13.6% | -8.4% | +1.2% |
| YTD | +6.6% | -30.0% | +36.6% | +10.4% |
| 1Y | +3.9% | -33.9% | +37.8% | +8.5% |
| 3Y | +246.0% | -18.7% | +264.7% | +230.8% |
| 5Y | +268.0% | +5.5% | +262.5% | +218.9% |
| 10Y | +868.2% | +696.2% | +172.0% | +493.6% |
| All | +1,003.0% | +667.7% | +335.3% | +561.2% |
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