+850.7%
APP vs WCC
+138.4%
+712.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +10.6% | +14.2% | -3.7% | +6.6% |
| 30D | +44.6% | -9.8% | +54.4% | +47.8% |
| 3M | +29.6% | -10.1% | +39.7% | +31.7% |
| 6M | -19.8% | -9.4% | -10.4% | -19.5% |
| YTD | -41.6% | +34.4% | -76.0% | -50.9% |
| 1Y | -32.7% | +23.3% | -56.0% | -41.3% |
| All | +850.7% | +138.4% | +712.3% | +407.2% |
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