+175.6%
APA vs WY
-20.4%
+196.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.2% |
| 7D | +0.3% | -1.7% | +2.0% | +1.1% |
| 30D | +9.3% | -9.9% | +19.2% | +15.1% |
| 3M | +23.3% | -7.5% | +30.9% | +27.1% |
| 6M | +39.5% | -5.1% | +44.6% | +39.6% |
| YTD | +87.6% | -2.1% | +89.7% | +82.8% |
| 1Y | +114.2% | -7.3% | +121.6% | +115.7% |
| 3Y | +13.6% | -22.6% | +36.2% | +24.7% |
| 5Y | +175.6% | -19.8% | +195.4% | +178.0% |
| All | +175.6% | -20.4% | +196.0% | +178.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling