+1,048.4%
APH vs WING
+656.3%
+392.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -18.3% |
| 6M | +8.1% | +12.9% | -4.8% | +4.0% |
| YTD | +10.9% | -31.1% | +42.0% | +15.2% |
| 1Y | +8.8% | -32.7% | +41.5% | +13.2% |
| 3Y | +262.1% | -19.8% | +281.9% | +246.9% |
| 5Y | +283.1% | +4.0% | +279.2% | +232.8% |
| 10Y | +908.1% | +684.4% | +223.7% | +519.5% |
| All | +1,048.4% | +656.3% | +392.1% | +590.1% |
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