-37.5%
APH vs WPM
+0.4%
-38.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.8% | -50.5% | -48.3% |
| 7D | -48.7% | -1.9% | -46.8% | -48.5% |
| 30D | -51.9% | +26.4% | -78.3% | -55.3% |
| 3M | -43.6% | +20.8% | -64.4% | -47.3% |
| 6M | -37.5% | +1.1% | -38.6% | -38.4% |
| All | -37.5% | +0.4% | -38.0% | -38.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling