+126,376.5%
APH vs WM
+2,698.5%
+123,678.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.6% | -7.8% | -6.6% |
| 7D | -2.4% | +5.9% | -8.3% | -4.1% |
| 30D | -9.5% | +15.4% | -24.9% | -13.5% |
| 3M | -7.6% | +6.3% | -14.0% | -9.8% |
| 6M | +12.4% | +5.6% | +6.8% | +9.3% |
| YTD | +17.5% | +9.9% | +7.6% | +12.6% |
| 1Y | +16.4% | +20.8% | -4.4% | +8.2% |
| 3Y | +281.6% | +48.5% | +233.1% | +229.6% |
| 5Y | +317.7% | +60.6% | +257.2% | +251.2% |
| 10Y | +967.8% | +349.8% | +618.0% | +572.8% |
| All | +126,376.5% | +2,698.5% | +123,678.0% | +52,235.5% |
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