+290.1%
APH vs WTW
+65.4%
+224.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -1.4% |
| 7D | +0.2% | -2.7% | +2.9% | +0.1% |
| 30D | -3.3% | -5.6% | +2.3% | -3.6% |
| 3M | +14.0% | +26.5% | -12.5% | +14.9% |
| 6M | +24.4% | +8.1% | +16.3% | +25.6% |
| YTD | +21.4% | -0.3% | +21.7% | +22.6% |
| 1Y | +48.9% | -0.9% | +49.8% | +50.4% |
| 3Y | +290.1% | +66.6% | +223.5% | +271.8% |
| All | +290.1% | +65.4% | +224.7% | +271.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling