+166.1%
APA vs WING
-35.4%
+201.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | +15.7% | -6.0% | +21.8% | +16.0% |
| 3M | +16.5% | -23.5% | +39.9% | +18.0% |
| 6M | +35.1% | -52.0% | +87.1% | +41.3% |
| YTD | +82.2% | -53.8% | +136.0% | +90.4% |
| 1Y | +102.5% | -63.8% | +166.3% | +116.1% |
| 3Y | +10.3% | -30.8% | +41.1% | -0.6% |
| 5Y | +166.1% | -34.3% | +200.4% | +140.8% |
| All | +166.1% | -35.4% | +201.6% | +140.8% |
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