+107.2%
APA vs WEC
+9.7%
+97.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.3% | -9.2% | -6.8% |
| 7D | -13.0% | +6.9% | -19.8% | -13.1% |
| 30D | +2.0% | +16.6% | -14.6% | +1.5% |
| 3M | +24.9% | +9.1% | +15.9% | +24.5% |
| 6M | +7.2% | +3.2% | +4.0% | +8.1% |
| YTD | +87.1% | +14.9% | +72.2% | +82.2% |
| 1Y | +107.2% | +9.2% | +98.0% | +97.2% |
| All | +107.2% | +9.7% | +97.5% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling