+291.1%
APH vs WY
-21.8%
+312.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.7% |
| 7D | +5.0% | -1.7% | +6.7% | +5.3% |
| 30D | -3.9% | -10.1% | +6.2% | -1.9% |
| 3M | +13.0% | -5.1% | +18.1% | +13.8% |
| 6M | +25.2% | -4.8% | +29.9% | +25.8% |
| YTD | +22.9% | -0.2% | +23.2% | +22.2% |
| 1Y | +47.8% | -6.6% | +54.5% | +49.1% |
| All | +291.1% | -21.8% | +312.9% | +306.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling