+4.4%
APA vs WEC
+195.2%
-190.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +9.6% | -0.7% | +10.3% | +9.7% |
| 30D | -0.2% | +11.0% | -11.2% | -2.0% |
| 3M | +19.8% | +8.6% | +11.2% | +18.1% |
| 6M | +30.1% | +6.2% | +23.9% | +28.5% |
| YTD | +100.4% | +14.3% | +86.1% | +95.5% |
| 1Y | +105.2% | +8.4% | +96.8% | +101.9% |
| 3Y | +44.6% | +62.9% | -18.3% | +31.7% |
| 5Y | +88.8% | +55.8% | +33.0% | +72.9% |
| All | +4.4% | +195.2% | -190.8% | +7.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling