+10.3%
APA vs WCN
+19.6%
-9.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.9% | +2.1% |
| 7D | -1.7% | -0.4% | -1.2% | -1.6% |
| 30D | +15.7% | -2.1% | +17.9% | +16.4% |
| 3M | +16.5% | +6.4% | +10.1% | +14.7% |
| 6M | +35.1% | -3.7% | +38.8% | +36.2% |
| YTD | +82.2% | -6.4% | +88.6% | +84.6% |
| 1Y | +102.5% | -7.9% | +110.4% | +105.9% |
| 3Y | +10.3% | +20.8% | -10.5% | +4.5% |
| All | +10.3% | +19.6% | -9.3% | +4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling