+695.1%
WDC vs APA
+4.1%
+691.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.6% | +4.7% | +7.5% |
| 7D | -3.2% | +5.1% | -8.3% | -4.3% |
| 30D | -19.0% | +0.3% | -19.3% | -19.1% |
| 3M | -28.4% | +15.6% | -44.1% | -31.4% |
| 6M | -39.2% | +28.9% | -68.1% | -44.0% |
| YTD | +82.1% | +96.6% | -14.5% | +46.9% |
| 1Y | +84.7% | +95.5% | -10.9% | +48.5% |
| 3Y | +825.6% | +41.8% | +783.8% | +677.7% |
| 5Y | +608.2% | +85.4% | +522.7% | +424.7% |
| 10Y | +695.1% | +4.5% | +690.6% | +401.7% |
| All | +695.1% | +4.1% | +691.0% | +401.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling