-26.3%
APH vs WAT
+41.4%
-67.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.3% | -46.5% | -47.6% |
| 7D | -48.7% | -2.8% | -45.9% | -48.4% |
| 30D | -51.9% | +2.3% | -54.3% | -51.9% |
| 3M | -43.6% | +8.7% | -52.3% | -44.1% |
| 6M | -37.5% | +28.3% | -65.8% | -38.5% |
| YTD | -38.6% | +7.8% | -46.4% | -40.4% |
| 1Y | -26.3% | +36.6% | -62.9% | -26.0% |
| All | -26.3% | +41.4% | -67.8% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 1y: compounded portfolio wealth divided by compounded WAT 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…
1y analysis · Full analysis span regression · 6 months rolling