+928.6%
WDC vs APH
+350.9%
+577.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +5.1% |
| 7D | +1.7% | +5.0% | -3.2% | -2.6% |
| 30D | -10.0% | -3.9% | -6.1% | -6.8% |
| 3M | -18.8% | +13.0% | -31.7% | -25.2% |
| 6M | +79.0% | +25.2% | +53.9% | +49.2% |
| YTD | +171.6% | +22.9% | +148.6% | +121.1% |
| 1Y | +417.4% | +47.8% | +369.5% | +257.2% |
| 3Y | +1,251.8% | +283.0% | +968.8% | +265.0% |
| All | +928.6% | +350.9% | +577.7% | +128.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling