+10.3%
APA vs WAB
+168.6%
-158.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.3% | +1.6% |
| 7D | -1.7% | +1.7% | -3.4% | -2.4% |
| 30D | +15.7% | -2.4% | +18.2% | +16.7% |
| 3M | +16.5% | +9.7% | +6.8% | +10.3% |
| 6M | +35.1% | +16.5% | +18.6% | +21.1% |
| YTD | +82.2% | +33.7% | +48.5% | +48.0% |
| 1Y | +102.5% | +49.7% | +52.8% | +50.9% |
| 3Y | +10.3% | +170.9% | -160.6% | -34.2% |
| All | +10.3% | +168.6% | -158.3% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WAB 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling