+848.7%
APA vs GWW
+14,492.5%
-13,643.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.6% |
| 7D | +0.5% | +1.4% | -0.9% | -0.1% |
| 30D | +23.4% | +3.3% | +20.1% | +21.7% |
| 3M | +12.7% | +2.9% | +9.8% | +10.8% |
| 6M | +39.4% | +15.8% | +23.6% | +29.2% |
| YTD | +79.0% | +32.0% | +46.9% | +56.9% |
| 1Y | +88.8% | +29.9% | +58.9% | +66.1% |
| 3Y | +6.4% | +91.1% | -84.7% | -21.3% |
| 5Y | +153.0% | +223.9% | -71.0% | +47.9% |
| 10Y | +7.5% | +567.0% | -559.5% | -51.0% |
| All | +848.7% | +14,492.5% | -13,643.8% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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