+114,578.9%
APH vs WM
+2,731.1%
+111,847.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.2% | -10.5% | -9.7% |
| 7D | -12.7% | +4.5% | -17.2% | -13.9% |
| 30D | -19.2% | +16.1% | -35.2% | -22.9% |
| 3M | -16.7% | +8.0% | -24.7% | -19.0% |
| 6M | +5.1% | +8.4% | -3.3% | +1.5% |
| YTD | +6.6% | +11.2% | -4.7% | +1.7% |
| 1Y | +3.9% | +22.3% | -18.4% | -3.8% |
| 3Y | +246.0% | +50.2% | +195.8% | +197.7% |
| 5Y | +268.0% | +63.3% | +204.7% | +207.8% |
| 10Y | +868.2% | +355.0% | +513.2% | +507.7% |
| All | +114,578.9% | +2,731.1% | +111,847.8% | +47,178.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling