+61,451.9%
APH vs WY
+658.4%
+60,793.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.6% | -47.2% | -47.6% |
| 7D | -48.7% | -2.0% | -46.7% | -48.2% |
| 30D | -51.9% | -10.1% | -41.8% | -50.0% |
| 3M | -43.6% | -5.1% | -38.4% | -42.7% |
| 6M | -37.5% | -4.8% | -32.8% | -36.7% |
| YTD | -38.6% | -0.2% | -38.4% | -39.1% |
| 1Y | -26.3% | -6.6% | -19.7% | -25.5% |
| 3Y | +89.2% | -22.7% | +111.9% | +101.2% |
| 5Y | +119.8% | -22.2% | +142.0% | +131.8% |
| 10Y | +454.3% | +7.3% | +447.0% | +387.0% |
| All | +61,451.9% | +658.4% | +60,793.6% | +32,545.5% |
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