+119,301.1%
APH vs WY
+591.2%
+118,710.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.0% | +7.1% | +5.2% |
| 7D | -5.9% | +3.1% | -9.0% | -7.3% |
| 30D | -14.8% | +13.0% | -27.8% | -19.1% |
| 3M | -12.4% | -16.8% | +4.4% | -7.4% |
| 6M | +8.1% | -11.2% | +19.2% | +11.0% |
| YTD | +10.9% | -9.1% | +20.0% | +12.6% |
| 1Y | +8.8% | -4.8% | +13.5% | +8.2% |
| 3Y | +262.1% | -25.3% | +287.3% | +285.2% |
| 5Y | +283.1% | -33.2% | +316.3% | +322.8% |
| 10Y | +908.1% | +6.6% | +901.5% | +780.1% |
| All | +119,301.1% | +591.2% | +118,710.0% | +64,635.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling