+294.9%
APH vs WAB
+220.8%
+74.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.0% |
| 7D | +0.4% | +3.1% | -2.7% | -1.4% |
| 30D | -8.0% | +6.4% | -14.4% | -11.4% |
| 3M | -5.0% | +2.2% | -7.2% | -6.0% |
| 6M | +29.9% | +13.7% | +16.2% | +18.8% |
| YTD | +18.0% | +43.0% | -25.0% | -7.9% |
| 1Y | +11.3% | +47.0% | -35.6% | -14.7% |
| 3Y | +274.9% | +174.4% | +100.5% | +88.1% |
| All | +294.9% | +220.8% | +74.1% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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