-32.7%
APP vs WST
+49.0%
-81.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.4% | -2.7% |
| 7D | +10.6% | +4.9% | +5.7% | +9.8% |
| 30D | +44.6% | +10.7% | +33.9% | +40.6% |
| 3M | +29.6% | +16.8% | +12.8% | +24.4% |
| 6M | -19.8% | +32.0% | -51.7% | -25.0% |
| YTD | -41.6% | +49.9% | -91.5% | -47.9% |
| 1Y | -32.7% | +50.6% | -83.3% | -40.1% |
| All | -32.7% | +49.0% | -81.7% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling