+282.2%
APH vs WPM
+246.3%
+35.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.9% | +1.2% | +3.5% |
| 7D | -5.9% | +16.9% | -22.9% | -9.3% |
| 30D | -14.8% | +2.0% | -16.8% | -15.3% |
| 3M | -12.4% | +8.9% | -21.4% | -14.6% |
| 6M | +8.1% | +1.6% | +6.5% | +6.4% |
| YTD | +10.9% | +16.5% | -5.6% | +4.8% |
| 1Y | +8.8% | +42.2% | -33.4% | -1.6% |
| 3Y | +262.1% | +213.3% | +48.8% | +170.0% |
| All | +282.2% | +246.3% | +35.9% | +174.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling