+61,451.9%
APH vs WM
+2,458.4%
+58,993.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | 0.0% | -47.8% | -47.8% |
| 7D | -48.7% | +0.6% | -49.3% | -48.8% |
| 30D | -51.9% | -2.4% | -49.6% | -51.6% |
| 3M | -43.6% | +0.4% | -44.0% | -44.0% |
| 6M | -37.5% | -9.5% | -28.0% | -36.2% |
| YTD | -38.6% | +0.5% | -39.1% | -39.3% |
| 1Y | -26.3% | -1.1% | -25.2% | -27.1% |
| 3Y | +89.2% | +46.0% | +43.2% | +64.7% |
| 5Y | +119.8% | +51.8% | +68.0% | +88.8% |
| 10Y | +454.3% | +307.5% | +146.7% | +261.0% |
| All | +61,451.9% | +2,458.4% | +58,993.6% | +26,175.7% |
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 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