+101.4%
APA vs WY
-9.1%
+110.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.5% |
| 7D | +4.6% | -4.2% | +8.8% | +4.2% |
| 30D | +11.9% | -10.1% | +22.0% | +10.9% |
| 3M | +22.5% | -8.5% | +31.0% | +21.5% |
| 6M | +37.5% | -3.3% | +40.9% | +35.0% |
| YTD | +87.2% | -4.4% | +91.5% | +80.7% |
| 1Y | +101.4% | -11.5% | +112.9% | +110.4% |
| All | +101.4% | -9.1% | +110.5% | +110.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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