+122.6%
WBD vs APA
+112.9%
+9.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.7% | -0.8% |
| 7D | -1.7% | +0.3% | -2.0% | -1.7% |
| 30D | +3.9% | +9.3% | -5.4% | +3.7% |
| 3M | +5.1% | +23.3% | -18.3% | +4.5% |
| 6M | +0.6% | +39.5% | -38.9% | -0.2% |
| YTD | -3.2% | +87.6% | -90.8% | -4.7% |
| All | +122.6% | +112.9% | +9.7% | +126.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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