+132,206.2%
APH vs WSM
+41,876.8%
+90,329.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.4% |
| 7D | +5.0% | -3.3% | +8.2% | +5.7% |
| 30D | -3.9% | -8.4% | +4.5% | -2.2% |
| 3M | +13.0% | +9.7% | +3.3% | +10.6% |
| 6M | +25.2% | +16.7% | +8.5% | +20.9% |
| YTD | +22.9% | +28.7% | -5.7% | +16.3% |
| 1Y | +47.8% | +13.7% | +34.2% | +43.2% |
| 3Y | +283.0% | +230.1% | +52.9% | +189.0% |
| 5Y | +349.7% | +179.0% | +170.7% | +241.4% |
| 10Y | +1,061.2% | +1,002.5% | +58.7% | +524.0% |
| All | +132,206.2% | +41,876.8% | +90,329.4% | +42,619.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling