+114.2%
APA vs WPM
+47.7%
+66.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +1.9% | +3.1% |
| 7D | +0.3% | +3.9% | -3.6% | +0.8% |
| 30D | +9.3% | +17.7% | -8.4% | +11.4% |
| 3M | +23.3% | +39.4% | -16.1% | +29.0% |
| 6M | +39.5% | +6.4% | +33.1% | +45.2% |
| YTD | +87.6% | +34.0% | +53.6% | +89.4% |
| 1Y | +114.2% | +50.5% | +63.7% | +117.9% |
| All | +114.2% | +47.7% | +66.5% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling