+49,527.4%
APH vs WAT
+11,982.1%
+37,545.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.1% | -6.2% | -8.4% |
| 7D | -12.7% | -5.6% | -7.1% | -11.1% |
| 30D | -19.2% | +3.8% | -23.0% | -20.1% |
| 3M | -16.7% | +13.3% | -30.0% | -19.9% |
| 6M | +5.1% | +32.2% | -27.0% | -3.6% |
| YTD | +6.6% | +19.3% | -12.7% | -0.6% |
| 1Y | +3.9% | +21.8% | -17.9% | -3.8% |
| 3Y | +246.0% | +73.9% | +172.1% | +176.3% |
| 5Y | +268.0% | +32.1% | +235.9% | +216.6% |
| 10Y | +868.2% | +228.2% | +640.0% | +523.5% |
| All | +49,527.4% | +11,982.1% | +37,545.3% | +15,047.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling