+13,001.3%
APH vs WTW
+1,172.0%
+11,829.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.6% |
| 7D | -5.0% | +1.6% | -6.6% | -5.8% |
| 30D | -8.4% | +12.4% | -20.7% | -12.9% |
| 3M | -4.5% | -2.6% | -1.9% | -4.4% |
| 6M | +25.3% | +30.8% | -5.5% | +10.4% |
| YTD | +18.9% | +2.3% | +16.6% | +13.8% |
| 1Y | +11.9% | +4.9% | +7.1% | +5.9% |
| 3Y | +278.0% | +43.9% | +234.1% | +206.2% |
| 5Y | +306.4% | +53.8% | +252.6% | +217.3% |
| 10Y | +955.2% | +212.8% | +742.4% | +500.1% |
| All | +13,001.3% | +1,172.0% | +11,829.3% | +5,754.6% |
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 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