+944.2%
APH vs WMB
+281.6%
+662.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.6% |
| 7D | +0.4% | +1.6% | -1.2% | 0.0% |
| 30D | -8.0% | -7.1% | -0.9% | -5.5% |
| 3M | -5.0% | -4.0% | -1.0% | -3.7% |
| 6M | +29.9% | -5.7% | +35.6% | +31.9% |
| YTD | +18.0% | +17.2% | +0.8% | +10.4% |
| 1Y | +11.3% | +17.2% | -5.9% | +4.0% |
| 3Y | +274.9% | +121.1% | +153.9% | +180.8% |
| 5Y | +300.6% | +197.2% | +103.4% | +169.3% |
| All | +944.2% | +281.6% | +662.7% | +507.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 10y: compounded portfolio wealth divided by compounded WMB 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…
10y analysis · Full analysis span regression · 6 months rolling