+48.9%
APH vs WSM
+14.1%
+34.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | +0.2% | +2.6% | -2.4% | -0.8% |
| 30D | -3.3% | -9.5% | +6.2% | +0.4% |
| 3M | +14.0% | +12.9% | +1.2% | +7.0% |
| 6M | +24.4% | +23.0% | +1.4% | +12.2% |
| YTD | +21.4% | +28.9% | -7.5% | +10.5% |
| 1Y | +48.9% | +13.7% | +35.3% | +39.4% |
| All | +48.9% | +14.1% | +34.8% | +39.4% |
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