+12,719.4%
APH vs WTW
+1,181.4%
+11,538.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.0% | -3.7% | -2.5% |
| 7D | +4.9% | +2.0% | +2.9% | +4.0% |
| 30D | -5.4% | +12.9% | -18.3% | -10.2% |
| 3M | -5.5% | +0.7% | -6.2% | -6.7% |
| 6M | +25.9% | +39.5% | -13.6% | +8.0% |
| YTD | +16.4% | +3.1% | +13.3% | +11.0% |
| 1Y | +16.5% | +4.8% | +11.7% | +10.3% |
| 3Y | +270.9% | +42.9% | +227.9% | +201.3% |
| 5Y | +289.5% | +55.3% | +234.2% | +202.9% |
| 10Y | +930.0% | +217.2% | +712.8% | +482.4% |
| All | +12,719.4% | +1,181.4% | +11,538.0% | +5,610.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling