+101.4%
APA vs WSM
+12.7%
+88.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.7% |
| 7D | +4.6% | -0.5% | +5.1% | +4.4% |
| 30D | +11.9% | -7.7% | +19.6% | +9.8% |
| 3M | +22.5% | +3.8% | +18.7% | +24.1% |
| 6M | +37.5% | +22.7% | +14.9% | +45.4% |
| YTD | +87.2% | +28.0% | +59.1% | +100.2% |
| 1Y | +101.4% | +12.7% | +88.7% | +108.3% |
| All | +101.4% | +12.7% | +88.7% | +108.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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