+187.8%
APD vs WCC
+492.1%
-304.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.1% | -6.1% | +0.3% |
| 7D | -1.6% | -5.7% | +4.1% | -0.7% |
| 30D | +10.6% | -13.5% | +24.1% | +13.4% |
| 3M | +2.5% | -12.9% | +15.4% | +4.5% |
| 6M | +6.0% | -10.7% | +16.6% | +6.6% |
| YTD | +28.4% | +30.0% | -1.5% | +17.1% |
| 1Y | +22.2% | +24.7% | -2.6% | +12.3% |
| 3Y | +26.6% | +136.6% | -110.0% | -5.2% |
| 5Y | +11.8% | +143.9% | -132.1% | -20.3% |
| 10Y | +187.8% | +465.9% | -278.2% | +56.0% |
| All | +187.8% | +492.1% | -304.3% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling