+7.0%
WMT vs APH
-25.2%
+32.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -47.8% | +50.0% | -0.2% |
| 7D | +4.4% | -48.7% | +53.1% | +1.9% |
| 30D | -4.4% | -51.9% | +47.5% | -7.1% |
| 3M | -8.8% | -43.6% | +34.8% | -10.6% |
| 6M | -15.6% | -37.5% | +21.9% | -17.1% |
| YTD | -3.2% | -38.6% | +35.4% | -3.7% |
| 1Y | +7.0% | -26.3% | +33.4% | +9.5% |
| All | +7.0% | -25.2% | +32.3% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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