+285.6%
APH vs WAT
+46.1%
+239.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | +5.0% | -1.3% | +6.2% | +5.2% |
| 30D | -3.9% | +2.3% | -6.2% | -4.4% |
| 3M | +13.0% | +8.7% | +4.2% | +11.0% |
| 6M | +25.2% | +28.3% | -3.2% | +19.1% |
| YTD | +22.9% | +7.8% | +15.2% | +20.2% |
| 1Y | +47.8% | +36.6% | +11.2% | +36.9% |
| All | +285.6% | +46.1% | +239.5% | +244.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling