+51,493.0%
WDC vs APH
+61,451.9%
-9,959.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -47.8% | +51.5% | +27.1% |
| 7D | +1.2% | -48.7% | +49.9% | +25.1% |
| 30D | -10.0% | -51.9% | +42.0% | +15.4% |
| 3M | -18.8% | -43.6% | +24.8% | -2.8% |
| 6M | +79.0% | -37.5% | +116.6% | +102.4% |
| YTD | +171.6% | -38.6% | +210.2% | +207.3% |
| 1Y | +417.4% | -26.3% | +443.7% | +435.7% |
| 3Y | +1,251.8% | +89.2% | +1,162.6% | +780.3% |
| 5Y | +911.7% | +119.8% | +791.9% | +522.5% |
| 10Y | +1,399.6% | +454.3% | +945.4% | +542.9% |
| All | +51,493.0% | +61,451.9% | -9,959.0% | +6,493.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling