+29.1%
APD vs WCC
+134.5%
-105.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.3% |
| 7D | +3.8% | +9.9% | -6.1% | +2.6% |
| 30D | +8.2% | -8.4% | +16.7% | +9.0% |
| 3M | +4.3% | -10.3% | +14.6% | +5.1% |
| 6M | +4.7% | -10.5% | +15.2% | +5.1% |
| YTD | +31.5% | +32.2% | -0.6% | +22.7% |
| 1Y | +23.5% | +25.5% | -2.0% | +16.3% |
| 3Y | +29.1% | +134.7% | -105.6% | +2.4% |
| All | +29.1% | +134.5% | -105.3% | +2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling