+29,022.4%
WDC vs APH
+119,301.1%
-90,278.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.1% | -5.6% | -3.6% |
| 7D | -28.0% | -5.9% | -22.0% | -25.2% |
| 30D | -34.9% | -14.8% | -20.1% | -28.7% |
| 3M | -41.6% | -12.4% | -29.1% | -37.1% |
| 6M | -45.4% | +8.1% | -53.4% | -46.9% |
| YTD | +53.3% | +10.9% | +42.3% | +46.4% |
| 1Y | +61.5% | +8.8% | +52.8% | +56.5% |
| 3Y | +712.3% | +262.1% | +450.3% | +334.7% |
| 5Y | +524.2% | +283.1% | +241.1% | +229.7% |
| 10Y | +616.5% | +908.1% | -291.6% | +158.1% |
| All | +29,022.4% | +119,301.1% | -90,278.7% | +2,946.8% |
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