+365.5%
APA vs WCN
+8,078.4%
-7,712.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.7% |
| 7D | +9.6% | +1.2% | +8.4% | +9.2% |
| 30D | -0.2% | +26.4% | -26.7% | -7.0% |
| 3M | +19.8% | +17.5% | +2.3% | +14.0% |
| 6M | +30.1% | +28.7% | +1.3% | +20.4% |
| YTD | +100.4% | +11.5% | +88.9% | +92.9% |
| 1Y | +105.2% | +15.9% | +89.3% | +95.3% |
| 3Y | +44.6% | +51.6% | -7.0% | +26.4% |
| 5Y | +88.8% | +47.9% | +40.9% | +66.1% |
| 10Y | +6.6% | +322.5% | -315.9% | -26.8% |
| All | +365.5% | +8,078.4% | -7,712.9% | +95.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling