+3.9%
APH vs WM
+22.5%
-18.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.2% | -10.5% | -8.6% |
| 7D | -12.7% | +4.5% | -17.2% | -10.2% |
| 30D | -19.2% | +16.1% | -35.2% | -11.7% |
| 3M | -16.7% | +8.0% | -24.7% | -12.0% |
| 6M | +5.1% | +8.4% | -3.3% | +10.7% |
| YTD | +6.6% | +11.2% | -4.7% | +15.5% |
| 1Y | +3.9% | +22.3% | -18.4% | +19.2% |
| All | +3.9% | +22.5% | -18.6% | +19.2% |
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