+282.2%
APH vs WAT
+32.4%
+249.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.0% | +3.1% | +3.8% |
| 7D | -5.9% | -1.1% | -4.8% | -5.6% |
| 30D | -14.8% | +5.0% | -19.8% | -15.9% |
| 3M | -12.4% | +14.5% | -26.9% | -15.8% |
| 6M | +8.1% | +30.9% | -22.9% | -0.1% |
| YTD | +10.9% | +20.5% | -9.5% | +3.9% |
| 1Y | +8.8% | +23.3% | -14.5% | +1.1% |
| 3Y | +262.1% | +81.5% | +180.6% | +174.3% |
| All | +282.2% | +32.4% | +249.8% | +229.3% |
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