+48.1%
APA vs WING
-23.4%
+71.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.6% |
| 7D | +8.5% | -2.5% | +11.0% | +8.5% |
| 30D | +2.8% | +29.5% | -26.8% | +3.6% |
| 3M | +21.7% | +40.2% | -18.5% | +23.0% |
| 6M | +32.6% | +32.7% | -0.1% | +33.6% |
| YTD | +103.7% | -32.8% | +136.5% | +104.0% |
| 1Y | +101.8% | -31.7% | +133.5% | +102.0% |
| 3Y | +48.1% | -24.7% | +72.8% | +54.7% |
| All | +48.1% | -23.4% | +71.5% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 3y: compounded portfolio wealth divided by compounded WING 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…
3y analysis · Full analysis span regression · 6 months rolling