+4.5%
APH vs WWD
+17.1%
-12.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.0% | -3.4% | -6.7% |
| 7D | -12.7% | -2.6% | -10.2% | -11.4% |
| 30D | -19.2% | -7.7% | -11.4% | -16.1% |
| 3M | -16.7% | -17.7% | +1.0% | -10.0% |
| 6M | +5.1% | -15.9% | +21.1% | +11.7% |
| YTD | +6.6% | +1.8% | +4.8% | +6.7% |
| All | +4.5% | +17.1% | -12.6% | +1.7% |
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