+356.6%
APA vs WCN
+8,007.2%
-7,650.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.4% |
| 7D | +5.1% | +0.4% | +4.6% | +4.9% |
| 30D | +0.3% | +25.3% | -25.0% | -6.3% |
| 3M | +15.6% | +15.4% | +0.2% | +10.5% |
| 6M | +28.9% | +27.8% | +1.1% | +19.6% |
| YTD | +96.6% | +10.6% | +86.0% | +89.7% |
| 1Y | +95.5% | +15.8% | +79.7% | +86.1% |
| 3Y | +41.8% | +50.3% | -8.4% | +24.2% |
| 5Y | +85.4% | +46.9% | +38.5% | +63.4% |
| 10Y | +4.5% | +318.8% | -314.2% | -28.1% |
| All | +356.6% | +8,007.2% | -7,650.6% | +92.4% |
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