+88.8%
APA vs WAT
+41.4%
+47.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -3.3% |
| 7D | +0.5% | -1.3% | +1.8% | +0.4% |
| 30D | +23.4% | +2.3% | +21.1% | +23.8% |
| 3M | +12.7% | +8.7% | +4.0% | +14.3% |
| 6M | +39.4% | +28.3% | +11.1% | +45.1% |
| YTD | +79.0% | +7.8% | +71.2% | +87.5% |
| 1Y | +88.8% | +36.6% | +52.2% | +94.8% |
| All | +88.8% | +41.4% | +47.4% | +94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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