+396.7%
APA vs WCC
+1,412.6%
-1,015.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.5% | +1.9% |
| 7D | -15.5% | -14.7% | -0.8% | -11.1% |
| 30D | +2.4% | -20.1% | +22.4% | +9.4% |
| 3M | +22.8% | -21.2% | +44.0% | +30.9% |
| 6M | +17.9% | -19.2% | +37.1% | +22.6% |
| YTD | +87.7% | +20.2% | +67.5% | +67.1% |
| 1Y | +94.2% | +14.5% | +79.7% | +75.3% |
| 3Y | +27.2% | +115.1% | -87.9% | -11.4% |
| 5Y | +74.1% | +121.5% | -47.4% | +14.9% |
| 10Y | +2.6% | +468.1% | -465.5% | -49.7% |
| All | +396.7% | +1,412.6% | -1,015.9% | +105.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling