+114,578.9%
APH vs WMB
+4,574.7%
+110,004.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.3% | -4.0% | -8.3% |
| 7D | -12.7% | -14.2% | +1.5% | -10.0% |
| 30D | -19.2% | -11.2% | -7.9% | -17.2% |
| 3M | -16.7% | -9.9% | -6.8% | -15.0% |
| 6M | +5.1% | -14.4% | +19.5% | +8.1% |
| YTD | +6.6% | +9.2% | -2.7% | +4.3% |
| 1Y | +3.9% | +15.1% | -11.2% | +0.6% |
| 3Y | +246.0% | +99.2% | +146.8% | +201.4% |
| 5Y | +268.0% | +180.2% | +87.7% | +199.3% |
| 10Y | +868.2% | +273.7% | +594.5% | +622.2% |
| All | +114,578.9% | +4,574.7% | +110,004.1% | +52,437.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling