-26.3%
APH vs WSM
+19.9%
-46.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.4% | -47.4% | -47.6% |
| 7D | -48.7% | -4.6% | -44.1% | -47.7% |
| 30D | -51.9% | -8.4% | -43.6% | -50.2% |
| 3M | -43.6% | +9.7% | -53.2% | -46.2% |
| 6M | -37.5% | +16.7% | -54.2% | -42.5% |
| YTD | -38.6% | +28.7% | -67.3% | -44.0% |
| 1Y | -26.3% | +13.7% | -40.0% | -30.8% |
| All | -26.3% | +19.9% | -46.2% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling