+618.9%
APA vs WWD
+14,867.0%
-14,248.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.1% |
| 7D | -5.5% | +0.4% | -6.0% | -5.8% |
| 30D | -1.2% | -0.4% | -0.7% | -1.6% |
| 3M | +10.6% | -6.1% | +16.6% | +12.1% |
| 6M | +28.4% | -9.5% | +37.9% | +29.6% |
| YTD | +89.7% | +10.8% | +78.9% | +71.9% |
| 1Y | +90.6% | +23.5% | +67.1% | +63.6% |
| 3Y | +36.9% | +151.3% | -114.4% | -13.8% |
| 5Y | +83.2% | +187.8% | -104.6% | +7.3% |
| 10Y | -0.1% | +461.1% | -461.2% | -50.4% |
| All | +618.9% | +14,867.0% | -14,248.1% | +147.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling