+90.5%
APH vs WM
+46.1%
+44.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | 0.0% | -47.8% | -47.8% |
| 7D | -48.7% | +0.6% | -49.3% | -48.7% |
| 30D | -51.9% | -2.4% | -49.6% | -52.0% |
| 3M | -43.6% | +0.4% | -44.0% | -43.9% |
| 6M | -37.5% | -9.5% | -28.0% | -37.6% |
| YTD | -38.6% | +0.5% | -39.1% | -39.1% |
| 1Y | -26.3% | -1.1% | -25.2% | -26.5% |
| All | +90.5% | +46.1% | +44.4% | +80.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling