+417.4%
WDC vs APH
-25.2%
+442.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -47.8% | +51.5% | +20.1% |
| 7D | +1.2% | -48.7% | +49.9% | +18.8% |
| 30D | -10.0% | -51.9% | +42.0% | +11.6% |
| 3M | -18.8% | -43.6% | +24.8% | -8.4% |
| 6M | +79.0% | -37.5% | +116.6% | +87.4% |
| YTD | +171.6% | -38.6% | +210.2% | +159.5% |
| 1Y | +417.4% | -26.3% | +443.7% | +386.6% |
| All | +417.4% | -25.2% | +442.6% | +386.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1y: compounded portfolio wealth divided by compounded APH 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…
1y analysis · Full analysis span regression · 6 months rolling