-26.3%
APH vs WWD
+41.9%
-68.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.9% | -49.7% | -48.3% |
| 7D | -48.7% | 0.0% | -48.7% | -48.9% |
| 30D | -51.9% | -7.2% | -44.8% | -50.9% |
| 3M | -43.6% | -3.8% | -39.7% | -43.5% |
| 6M | -37.5% | -9.9% | -27.6% | -36.5% |
| YTD | -38.6% | +14.8% | -53.5% | -41.7% |
| 1Y | -26.3% | +42.1% | -68.4% | -33.3% |
| All | -26.3% | +41.9% | -68.2% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling