+373.6%
APA vs WCC
+1,713.7%
-1,340.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.9% | -7.1% | -4.5% |
| 7D | +0.5% | +4.5% | -3.9% | -1.0% |
| 30D | +23.4% | -5.8% | +29.2% | +25.3% |
| 3M | +12.7% | -3.7% | +16.3% | +12.1% |
| 6M | +39.4% | +23.1% | +16.4% | +25.1% |
| YTD | +79.0% | +44.2% | +34.8% | +51.6% |
| 1Y | +88.8% | +62.1% | +26.7% | +52.7% |
| 3Y | +6.4% | +121.1% | -114.8% | -26.1% |
| 5Y | +153.0% | +214.0% | -61.0% | +50.3% |
| 10Y | +7.5% | +472.8% | -465.2% | -47.8% |
| All | +373.6% | +1,713.7% | -1,340.2% | +86.6% |
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