+1,309.1%
WDC vs APA
-1.1%
+1,310.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.0% | -1.9% | +0.3% |
| 7D | +7.5% | +0.3% | +7.2% | +7.3% |
| 30D | +10.1% | +9.3% | +0.7% | +7.4% |
| 3M | -6.8% | +23.3% | -30.2% | -12.7% |
| 6M | +84.1% | +39.5% | +44.7% | +64.7% |
| YTD | +180.3% | +87.6% | +92.6% | +129.6% |
| 1Y | +411.1% | +114.2% | +296.8% | +299.9% |
| 3Y | +1,375.0% | +13.6% | +1,361.4% | +1,214.6% |
| 5Y | +991.6% | +175.6% | +816.0% | +624.3% |
| 10Y | +1,309.1% | -2.6% | +1,311.7% | +814.1% |
| All | +1,309.1% | -1.1% | +1,310.2% | +814.1% |
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