+352.8%
APH vs WTW
+54.0%
+298.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.6% |
| 7D | +0.2% | -2.7% | +2.9% | +0.8% |
| 30D | -3.3% | -5.6% | +2.3% | -2.2% |
| 3M | +14.0% | +26.5% | -12.5% | +7.0% |
| 6M | +24.4% | +8.1% | +16.3% | +21.7% |
| YTD | +21.4% | -0.3% | +21.7% | +20.7% |
| 1Y | +48.9% | -0.9% | +49.8% | +47.9% |
| 3Y | +290.1% | +66.6% | +223.5% | +189.1% |
| 5Y | +352.8% | +54.0% | +298.8% | +239.6% |
| All | +352.8% | +54.0% | +298.8% | +239.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling