+893.2%
APA vs WEC
+4,410.0%
-3,516.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | -8.7% | +0.2% | -9.0% | -8.9% |
| 30D | -2.4% | +12.9% | -15.3% | -6.8% |
| 3M | +19.0% | +9.8% | +9.2% | +14.6% |
| 6M | +26.8% | +6.7% | +20.1% | +23.1% |
| YTD | +87.3% | +14.0% | +73.4% | +77.4% |
| 1Y | +92.3% | +7.3% | +85.0% | +86.1% |
| 3Y | +37.3% | +63.8% | -26.5% | +12.0% |
| 5Y | +73.2% | +54.8% | +18.4% | +42.0% |
| 10Y | -0.9% | +185.7% | -186.6% | -42.0% |
| All | +893.2% | +4,410.0% | -3,516.7% | +100.3% |
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