+4,770.8%
APH vs WU
-19.6%
+4,790.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.3% |
| 7D | +5.0% | -0.8% | +5.8% | +5.2% |
| 30D | -3.9% | -1.1% | -2.8% | -3.8% |
| 3M | +13.0% | -3.9% | +16.8% | +12.2% |
| 6M | +25.2% | -20.7% | +45.8% | +34.5% |
| YTD | +22.9% | -18.4% | +41.3% | +29.4% |
| 1Y | +47.8% | -8.1% | +55.9% | +45.6% |
| 3Y | +283.0% | -24.2% | +307.2% | +295.8% |
| 5Y | +349.7% | -50.4% | +400.1% | +451.1% |
| 10Y | +1,061.2% | -40.0% | +1,101.3% | +1,142.0% |
| All | +4,770.8% | -19.6% | +4,790.4% | +3,793.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded WU 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling