+6,996.8%
APH vs WPM
+5,967.5%
+1,029.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.0% |
| 7D | +5.0% | +1.1% | +3.9% | +4.7% |
| 30D | -3.9% | +26.4% | -30.2% | -8.0% |
| 3M | +13.0% | +20.8% | -7.9% | +8.8% |
| 6M | +25.2% | +1.1% | +24.0% | +23.8% |
| YTD | +22.9% | +32.5% | -9.5% | +15.5% |
| 1Y | +47.8% | +51.5% | -3.7% | +35.4% |
| 3Y | +283.0% | +267.0% | +16.0% | +197.9% |
| 5Y | +349.7% | +250.1% | +99.5% | +247.4% |
| 10Y | +1,061.2% | +540.4% | +520.9% | +666.9% |
| All | +6,996.8% | +5,967.5% | +1,029.3% | +2,510.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded WPM 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling