+6.1%
APA vs WCN
+322.1%
-315.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +8.5% | +2.6% | +5.9% | +7.0% |
| 30D | +2.8% | +23.9% | -21.2% | -9.7% |
| 3M | +21.7% | +17.4% | +4.3% | +10.1% |
| 6M | +32.6% | +28.0% | +4.6% | +13.7% |
| YTD | +103.7% | +11.6% | +92.1% | +88.5% |
| 1Y | +101.8% | +16.9% | +84.9% | +81.2% |
| 3Y | +48.1% | +51.6% | -3.5% | +7.5% |
| 5Y | +91.9% | +48.0% | +43.9% | +39.2% |
| All | +6.1% | +322.1% | -315.9% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling