+16.4%
APH vs WST
+47.3%
-30.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.4% | -6.6% | -6.3% |
| 7D | -2.4% | +1.3% | -3.7% | -2.7% |
| 30D | -9.5% | +8.5% | -18.0% | -11.4% |
| 3M | -7.6% | +17.2% | -24.8% | -11.5% |
| 6M | +12.4% | +36.3% | -23.9% | +3.0% |
| YTD | +17.5% | +48.9% | -31.4% | +4.1% |
| 1Y | +16.4% | +42.9% | -26.5% | +3.7% |
| All | +16.4% | +47.3% | -30.9% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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