+90.6%
APA vs WCC
+23.4%
+67.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -5.5% | -9.9% | +4.4% | -6.5% |
| 30D | -1.2% | -13.4% | +12.2% | -2.5% |
| 3M | +10.6% | -13.5% | +24.0% | +9.4% |
| 6M | +28.4% | -10.6% | +39.0% | +28.8% |
| YTD | +89.7% | +30.1% | +59.7% | +92.1% |
| 1Y | +90.6% | +22.3% | +68.3% | +93.2% |
| All | +90.6% | +23.4% | +67.2% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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