+298.1%
APP vs WCC
+139.9%
+158.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.7% | +5.6% | +4.6% |
| 7D | +4.6% | +9.9% | -5.4% | +0.7% |
| 30D | +56.0% | -8.4% | +64.5% | +58.9% |
| 3M | +30.8% | -10.3% | +41.2% | +33.1% |
| 6M | -9.8% | -10.5% | +0.7% | -9.4% |
| YTD | -39.3% | +32.2% | -71.5% | -50.6% |
| 1Y | -26.4% | +25.5% | -52.0% | -38.7% |
| 3Y | +887.9% | +134.7% | +753.2% | +437.8% |
| All | +298.1% | +139.9% | +158.1% | +92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling