+73.2%
APA vs WING
+9.2%
+64.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.4% | -8.6% | -0.6% |
| 7D | -8.7% | +8.6% | -17.3% | -9.1% |
| 30D | -2.4% | +44.8% | -47.2% | -4.4% |
| 3M | +19.0% | +51.9% | -33.0% | +16.0% |
| 6M | +26.8% | +37.2% | -10.4% | +23.7% |
| YTD | +87.3% | -25.3% | +112.6% | +89.9% |
| 1Y | +92.3% | -25.1% | +117.4% | +94.5% |
| 3Y | +37.3% | -12.9% | +50.2% | +26.3% |
| 5Y | +73.2% | +12.0% | +61.2% | +48.3% |
| All | +73.2% | +9.2% | +64.0% | +48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling