-4.9%
APA vs WEC
+143.0%
-147.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.8% | +1.7% |
| 7D | -1.7% | +0.8% | -2.5% | -1.8% |
| 30D | +15.7% | +0.3% | +15.4% | +15.6% |
| 3M | +16.5% | -2.9% | +19.4% | +16.9% |
| 6M | +35.1% | -5.9% | +41.0% | +36.3% |
| YTD | +82.2% | +4.1% | +78.1% | +80.6% |
| 1Y | +102.5% | +3.1% | +99.3% | +100.8% |
| 3Y | +10.3% | +40.8% | -30.5% | +3.1% |
| 5Y | +166.1% | +31.7% | +134.4% | +150.5% |
| 10Y | -4.9% | +141.1% | -146.0% | -6.9% |
| All | -4.9% | +143.0% | -147.9% | -6.9% |
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