+905.9%
APA vs WEC
+4,404.6%
-3,498.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -5.5% | +1.4% | -6.9% | -6.1% |
| 30D | -1.2% | +12.8% | -14.0% | -5.6% |
| 3M | +10.6% | +11.2% | -0.7% | +6.0% |
| 6M | +28.4% | +6.6% | +21.8% | +24.8% |
| YTD | +89.7% | +13.8% | +75.9% | +79.8% |
| 1Y | +90.6% | +7.6% | +83.0% | +84.2% |
| 3Y | +36.9% | +62.2% | -25.3% | +12.1% |
| 5Y | +83.2% | +52.0% | +31.3% | +51.4% |
| 10Y | -0.1% | +189.4% | -189.5% | -41.9% |
| All | +905.9% | +4,404.6% | -3,498.7% | +102.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling