+108.1%
APA vs WEC
+3.4%
+104.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.8% | +1.8% |
| 7D | -1.7% | +0.8% | -2.5% | -1.7% |
| 30D | +15.7% | +0.3% | +15.4% | +15.8% |
| 3M | +16.5% | -2.9% | +19.4% | +17.1% |
| 6M | +35.1% | -5.9% | +41.0% | +35.7% |
| YTD | +82.2% | +4.1% | +78.1% | +82.0% |
| All | +108.1% | +3.4% | +104.7% | +104.7% |
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