+20,143.7%
APH vs WAB
+4,092.2%
+16,051.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.1% | -46.7% | -47.4% |
| 7D | -48.7% | -4.9% | -43.9% | -47.6% |
| 30D | -51.9% | -4.4% | -47.5% | -51.0% |
| 3M | -43.6% | +7.9% | -51.4% | -45.0% |
| 6M | -37.5% | +8.7% | -46.2% | -39.3% |
| YTD | -38.6% | +33.0% | -71.6% | -44.5% |
| 1Y | -26.3% | +46.7% | -73.0% | -35.7% |
| 3Y | +89.2% | +153.0% | -63.8% | +37.1% |
| 5Y | +119.8% | +222.3% | -102.5% | +46.6% |
| 10Y | +454.3% | +291.0% | +163.3% | +225.4% |
| All | +20,143.7% | +4,092.2% | +16,051.5% | +6,157.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling