+315.7%
APA vs WCN
+6,839.3%
-6,523.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -2.9% |
| 7D | +0.5% | -0.6% | +1.2% | +0.7% |
| 30D | +23.4% | +0.4% | +23.0% | +23.2% |
| 3M | +12.7% | +7.3% | +5.4% | +10.3% |
| 6M | +39.4% | -2.5% | +41.9% | +40.1% |
| YTD | +79.0% | -5.4% | +84.3% | +81.3% |
| 1Y | +88.8% | -8.5% | +97.3% | +92.7% |
| 3Y | +6.4% | +20.8% | -14.4% | -0.5% |
| 5Y | +153.0% | +30.0% | +123.0% | +131.7% |
| 10Y | +7.5% | +238.4% | -230.9% | -21.3% |
| All | +315.7% | +6,839.3% | -6,523.6% | +83.9% |
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