+39,165.7%
APH vs WWD
+15,408.5%
+23,757.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.9% | -49.7% | -48.4% |
| 7D | -48.7% | 0.0% | -48.7% | -49.0% |
| 30D | -51.9% | -7.2% | -44.8% | -51.0% |
| 3M | -43.6% | -3.8% | -39.7% | -43.4% |
| 6M | -37.5% | -9.9% | -27.6% | -36.1% |
| YTD | -38.6% | +14.8% | -53.5% | -42.5% |
| 1Y | -26.3% | +42.1% | -68.4% | -36.2% |
| 3Y | +89.2% | +170.8% | -81.6% | +30.3% |
| 5Y | +119.8% | +197.5% | -77.7% | +44.1% |
| 10Y | +454.3% | +477.8% | -23.6% | +174.1% |
| All | +39,165.7% | +15,408.5% | +23,757.2% | +9,155.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling