+16.5%
APH vs WWD
+21.4%
-4.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | +4.9% | +4.0% | +0.9% | +3.1% |
| 30D | -5.4% | +0.4% | -5.8% | -5.4% |
| 3M | -5.5% | -7.9% | +2.5% | -2.5% |
| 6M | +25.9% | -10.6% | +36.5% | +29.9% |
| YTD | +16.4% | +9.4% | +7.0% | +14.0% |
| 1Y | +16.5% | +25.7% | -9.3% | +12.2% |
| All | +16.5% | +21.4% | -4.9% | +12.2% |
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