+355.9%
APH vs WWD
+198.3%
+157.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +14.1% |
| 6M | +25.2% | -9.9% | +35.1% | +29.4% |
| YTD | +22.9% | +14.8% | +8.1% | +13.3% |
| 1Y | +47.8% | +42.1% | +5.8% | +22.5% |
| 3Y | +283.0% | +170.8% | +112.2% | +133.2% |
| All | +355.9% | +198.3% | +157.7% | +156.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling