+107.2%
APA vs CDW
+13.2%
+94.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +12.7% | -19.5% | -8.1% |
| 7D | -13.0% | +3.7% | -16.7% | -13.2% |
| 30D | +2.0% | +26.0% | -24.0% | -1.3% |
| 3M | +24.9% | +10.1% | +14.8% | +23.3% |
| 6M | +7.2% | +26.1% | -18.9% | +3.9% |
| YTD | +87.1% | +25.9% | +61.2% | +76.2% |
| 1Y | +107.2% | +21.5% | +85.6% | +94.5% |
| All | +107.2% | +13.2% | +94.0% | +94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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