+4.2%
WBD vs APA
+177.1%
-172.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.7% | -1.5% |
| 7D | -1.7% | +0.3% | -2.0% | -1.8% |
| 30D | +3.9% | +9.3% | -5.4% | +1.4% |
| 3M | +5.1% | +23.3% | -18.3% | -1.0% |
| 6M | +0.6% | +39.5% | -38.9% | -9.4% |
| YTD | -3.2% | +87.6% | -90.8% | -20.2% |
| 1Y | +127.7% | +114.2% | +13.4% | +78.9% |
| 3Y | +146.6% | +13.6% | +133.0% | +116.7% |
| 5Y | +4.2% | +175.6% | -171.4% | -33.9% |
| All | +4.2% | +177.1% | -172.9% | -33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling