+8.1%
APA vs WWD
+170.0%
-161.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.3% | -3.3% |
| 7D | +0.5% | +1.3% | -0.7% | +0.4% |
| 30D | +23.4% | -7.2% | +30.6% | +24.4% |
| 3M | +12.7% | -3.8% | +16.5% | +11.9% |
| 6M | +39.4% | -9.9% | +49.3% | +39.1% |
| YTD | +79.0% | +14.8% | +64.1% | +63.4% |
| 1Y | +88.8% | +42.1% | +46.8% | +57.0% |
| All | +8.1% | +170.0% | -161.9% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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