+88.8%
APA vs WTW
+3.0%
+85.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.1% | -3.1% |
| 7D | +0.5% | -2.6% | +3.2% | +0.6% |
| 30D | +23.4% | -1.0% | +24.4% | +23.4% |
| 3M | +12.7% | +29.9% | -17.2% | +11.8% |
| 6M | +39.4% | +10.7% | +28.7% | +39.2% |
| YTD | +79.0% | +2.6% | +76.4% | +80.7% |
| 1Y | +88.8% | +2.8% | +86.1% | +97.1% |
| All | +88.8% | +3.0% | +85.8% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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