-10.4%
APA vs WPM
+5,967.5%
-5,978.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -2.9% |
| 7D | +0.5% | +1.1% | -0.5% | +0.2% |
| 30D | +23.4% | +26.4% | -3.0% | +15.8% |
| 3M | +12.7% | +20.8% | -8.1% | +6.0% |
| 6M | +39.4% | +1.1% | +38.3% | +34.7% |
| YTD | +79.0% | +32.5% | +46.5% | +59.4% |
| 1Y | +88.8% | +51.5% | +37.3% | +61.0% |
| 3Y | +6.4% | +267.0% | -260.7% | -30.9% |
| 5Y | +153.0% | +250.1% | -97.1% | +63.5% |
| 10Y | +7.5% | +540.4% | -532.8% | -46.3% |
| All | -10.4% | +5,967.5% | -5,978.0% | -81.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling