+193.1%
APD vs WCN
+322.1%
-129.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +3.8% | +2.6% | +1.2% | +2.4% |
| 30D | +8.2% | +23.9% | -15.7% | -4.5% |
| 3M | +4.3% | +17.4% | -13.1% | -5.2% |
| 6M | +4.7% | +28.0% | -23.3% | -10.1% |
| YTD | +31.5% | +11.6% | +20.0% | +21.4% |
| 1Y | +23.5% | +16.9% | +6.7% | +10.7% |
| 3Y | +29.1% | +51.6% | -22.5% | -4.9% |
| 5Y | +15.9% | +48.0% | -32.1% | -14.7% |
| All | +193.1% | +322.1% | -129.0% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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