+285.2%
APH vs WAT
+28.6%
+256.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | +4.9% | +0.6% | +4.3% | +4.8% |
| 30D | -5.4% | +5.4% | -10.8% | -6.7% |
| 3M | -5.5% | +11.3% | -16.8% | -8.4% |
| 6M | +25.9% | +37.4% | -11.5% | +14.8% |
| YTD | +16.4% | +21.2% | -4.8% | +8.8% |
| 1Y | +16.5% | +21.3% | -4.9% | +8.8% |
| 3Y | +270.9% | +83.4% | +187.5% | +179.7% |
| All | +285.2% | +28.6% | +256.6% | +230.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling