+10.3%
APA vs WPM
+279.1%
-268.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | -1.7% | +7.0% | -8.7% | -1.7% |
| 30D | +15.7% | +15.7% | 0.0% | +15.6% |
| 3M | +16.5% | +35.2% | -18.8% | +16.4% |
| 6M | +35.1% | +6.1% | +29.0% | +36.5% |
| YTD | +82.2% | +32.6% | +49.6% | +77.5% |
| 1Y | +102.5% | +46.9% | +55.6% | +93.7% |
| 3Y | +10.3% | +276.3% | -266.0% | -19.5% |
| All | +10.3% | +279.1% | -268.8% | -19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling