-28.1%
WDAY vs APA
+151.7%
-179.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.2% | -2.2% | -5.0% |
| 7D | -4.4% | +0.5% | -4.9% | -4.4% |
| 30D | +14.7% | +23.4% | -8.7% | +11.5% |
| 3M | +32.4% | +12.7% | +19.7% | +30.0% |
| 6M | +36.9% | +39.4% | -2.5% | +30.3% |
| YTD | -8.8% | +79.0% | -87.8% | -16.3% |
| 1Y | -15.3% | +88.8% | -104.1% | -23.3% |
| 3Y | -21.2% | +6.4% | -27.6% | -24.9% |
| All | -28.1% | +151.7% | -179.8% | -38.7% |
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