+183.2%
APD vs WCC
+460.5%
-277.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -0.2% | -9.9% | +9.7% | +1.7% |
| 30D | +11.0% | -13.4% | +24.4% | +13.8% |
| 3M | +1.3% | -13.5% | +14.8% | +3.5% |
| 6M | +6.4% | -10.6% | +17.0% | +7.0% |
| YTD | +28.9% | +30.1% | -1.2% | +17.5% |
| 1Y | +23.2% | +22.3% | +0.9% | +13.9% |
| 3Y | +26.3% | +130.3% | -103.9% | -4.7% |
| 5Y | +12.0% | +144.5% | -132.5% | -20.2% |
| 10Y | +183.2% | +431.8% | -248.7% | +57.5% |
| All | +183.2% | +460.5% | -277.4% | +57.5% |
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