+84,302.9%
APH vs WWD
+15,408.5%
+68,894.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.5% |
| 7D | +5.0% | +1.3% | +3.7% | +4.5% |
| 30D | -3.9% | -7.2% | +3.3% | -1.4% |
| 3M | +13.0% | -3.8% | +16.8% | +14.1% |
| 6M | +25.2% | -9.9% | +35.1% | +28.8% |
| YTD | +22.9% | +14.8% | +8.1% | +15.9% |
| 1Y | +47.8% | +42.1% | +5.8% | +28.8% |
| 3Y | +283.0% | +170.8% | +112.2% | +165.4% |
| 5Y | +349.7% | +197.5% | +152.1% | +196.7% |
| 10Y | +1,061.2% | +477.8% | +583.4% | +477.9% |
| All | +84,302.9% | +15,408.5% | +68,894.3% | +19,917.4% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling