+166.1%
APA vs WCC
+229.6%
-63.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.5% | -0.7% | +1.1% |
| 7D | -1.7% | +8.5% | -10.2% | -4.1% |
| 30D | +15.7% | -1.0% | +16.7% | +15.7% |
| 3M | +16.5% | +2.1% | +14.3% | +14.0% |
| 6M | +35.1% | +36.8% | -1.7% | +16.9% |
| YTD | +82.2% | +47.7% | +34.5% | +52.2% |
| 1Y | +102.5% | +66.5% | +36.0% | +60.1% |
| 3Y | +10.3% | +134.2% | -123.8% | -27.8% |
| 5Y | +166.1% | +231.6% | -65.5% | +23.9% |
| All | +166.1% | +229.6% | -63.5% | +23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling