+80,890.3%
APH vs WWD
+15,065.0%
+65,825.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -1.3% |
| 7D | +0.4% | +3.7% | -3.4% | -0.7% |
| 30D | -8.0% | +1.8% | -9.8% | -8.3% |
| 3M | -5.0% | -5.0% | 0.0% | -2.9% |
| 6M | +29.9% | -8.4% | +38.3% | +33.8% |
| YTD | +18.0% | +12.3% | +5.7% | +12.5% |
| 1Y | +11.3% | +26.2% | -14.9% | +1.6% |
| 3Y | +274.9% | +154.6% | +120.3% | +166.3% |
| 5Y | +300.6% | +195.3% | +105.3% | +166.2% |
| 10Y | +944.2% | +466.3% | +477.9% | +425.8% |
| All | +80,890.3% | +15,065.0% | +65,825.3% | +19,329.5% |
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