+1,041.3%
APH vs WY
+5.5%
+1,035.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.7% |
| 7D | +0.2% | -2.1% | +2.3% | +1.0% |
| 30D | -3.3% | -10.5% | +7.1% | +0.9% |
| 3M | +14.0% | -4.9% | +18.9% | +15.5% |
| 6M | +24.4% | -4.9% | +29.4% | +26.0% |
| YTD | +21.4% | -1.7% | +23.1% | +20.7% |
| 1Y | +48.9% | -9.4% | +58.3% | +52.3% |
| 3Y | +290.1% | -22.3% | +312.4% | +315.6% |
| 5Y | +352.8% | -20.5% | +373.3% | +374.1% |
| 10Y | +1,041.3% | +4.9% | +1,036.3% | +906.7% |
| All | +1,041.3% | +5.5% | +1,035.8% | +906.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 10y: compounded portfolio wealth divided by compounded WY 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…
10y analysis · Full analysis span regression · 6 months rolling