+163.7%
APD vs WCC
+509.2%
-345.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.7% |
| 7D | -2.5% | +8.5% | -11.0% | -4.3% |
| 30D | -1.9% | -1.0% | -0.9% | -1.9% |
| 3M | +8.2% | +2.1% | +6.1% | +6.8% |
| 6M | +10.7% | +36.8% | -26.1% | +1.4% |
| YTD | +22.9% | +47.7% | -24.8% | +9.9% |
| 1Y | +5.8% | +66.5% | -60.7% | -8.6% |
| 3Y | +7.8% | +134.2% | -126.4% | -18.1% |
| 5Y | +26.1% | +231.6% | -205.5% | -15.7% |
| 10Y | +163.7% | +508.1% | -344.4% | +38.4% |
| All | +163.7% | +509.2% | -345.5% | +38.4% |
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