+653.4%
WDC vs APH
+978.7%
-325.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +8.2% | +1.7% | +2.0% |
| 7D | -14.4% | +1.1% | -15.5% | -14.7% |
| 30D | -27.1% | -7.5% | -19.6% | -20.7% |
| 3M | -33.3% | -4.4% | -28.8% | -30.4% |
| 6M | -39.6% | +26.5% | -66.1% | -51.5% |
| YTD | +68.4% | +20.0% | +48.3% | +36.1% |
| 1Y | +78.2% | +16.9% | +61.3% | +48.5% |
| 3Y | +772.0% | +288.5% | +483.5% | +99.5% |
| 5Y | +584.9% | +310.3% | +274.6% | +46.9% |
| 10Y | +653.4% | +951.3% | -297.8% | -36.0% |
| All | +653.4% | +978.7% | -325.2% | -36.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling