+84.7%
WDC vs APA
+95.1%
-10.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.6% | +4.7% | +9.1% |
| 7D | -3.2% | +5.1% | -8.3% | -2.3% |
| 30D | -19.0% | +0.3% | -19.3% | -18.8% |
| 3M | -28.4% | +15.6% | -44.1% | -24.8% |
| 6M | -39.2% | +28.9% | -68.1% | -33.2% |
| YTD | +82.1% | +96.6% | -14.5% | +116.7% |
| 1Y | +84.7% | +95.5% | -10.9% | +120.5% |
| All | +84.7% | +95.1% | -10.5% | +120.5% |
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