+16.4%
APH vs WM
+21.9%
-5.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.6% | -7.8% | -5.1% |
| 7D | -2.4% | +5.9% | -8.3% | +1.1% |
| 30D | -9.5% | +15.4% | -24.9% | -1.6% |
| 3M | -7.6% | +6.3% | -14.0% | -3.4% |
| 6M | +12.4% | +5.6% | +6.8% | +16.9% |
| YTD | +17.5% | +9.9% | +7.6% | +26.4% |
| 1Y | +16.4% | +20.8% | -4.4% | +32.8% |
| All | +16.4% | +21.9% | -5.5% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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