+3,204.0%
APH vs WPM
+5,967.5%
-2,763.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.8% | -50.5% | -48.3% |
| 7D | -48.7% | -1.9% | -46.8% | -48.8% |
| 30D | -51.9% | +26.4% | -78.3% | -54.2% |
| 3M | -43.6% | +20.8% | -64.4% | -45.8% |
| 6M | -37.5% | +1.1% | -38.6% | -38.4% |
| YTD | -38.6% | +32.5% | -71.1% | -42.6% |
| 1Y | -26.3% | +51.5% | -77.9% | -32.8% |
| 3Y | +89.2% | +267.0% | -177.8% | +46.6% |
| 5Y | +119.8% | +250.1% | -130.3% | +69.2% |
| 10Y | +454.3% | +540.4% | -86.1% | +264.7% |
| All | +3,204.0% | +5,967.5% | -2,763.5% | +1,110.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling