+653.5%
APP vs WCC
+124.0%
+529.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.9% | -1.6% | +0.8% |
| 7D | +0.9% | +4.5% | -3.6% | -0.8% |
| 30D | -23.3% | -5.8% | -17.5% | -21.8% |
| 3M | -42.6% | -3.7% | -39.0% | -42.5% |
| 6M | -33.6% | +23.1% | -56.7% | -40.7% |
| YTD | -52.4% | +44.2% | -96.6% | -60.5% |
| 1Y | -35.9% | +62.1% | -98.0% | -49.9% |
| All | +653.5% | +124.0% | +529.6% | +332.6% |
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