+285.6%
APH vs WWD
+166.3%
+119.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.4% |
| 7D | +5.0% | +1.3% | +3.7% | +4.4% |
| 30D | -3.9% | -7.2% | +3.3% | -0.7% |
| 3M | +13.0% | -3.8% | +16.8% | +14.0% |
| 6M | +25.2% | -9.9% | +35.1% | +29.3% |
| YTD | +22.9% | +14.8% | +8.1% | +12.6% |
| 1Y | +47.8% | +42.1% | +5.8% | +20.8% |
| All | +285.6% | +166.3% | +119.3% | +130.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling