+951.3%
APH vs WPM
+553.6%
+397.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +5.6% | +2.6% | +7.4% |
| 7D | +1.1% | +20.8% | -19.7% | -1.9% |
| 30D | -7.5% | +3.8% | -11.3% | -8.1% |
| 3M | -4.4% | +7.4% | -11.8% | -5.8% |
| 6M | +26.5% | +4.0% | +22.5% | +24.8% |
| YTD | +20.0% | +23.0% | -3.0% | +14.9% |
| 1Y | +16.9% | +45.9% | -29.1% | +9.2% |
| 3Y | +288.5% | +242.9% | +45.6% | +222.0% |
| 5Y | +310.3% | +259.5% | +50.8% | +233.8% |
| 10Y | +951.3% | +577.7% | +373.6% | +737.6% |
| All | +951.3% | +553.6% | +397.7% | +737.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling