+411.1%
WDC vs APA
+107.8%
+303.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.0% | -1.9% | +1.6% |
| 7D | +7.5% | +0.3% | +7.2% | +7.6% |
| 30D | +10.1% | +9.3% | +0.7% | +12.1% |
| 3M | -6.8% | +23.3% | -30.2% | -2.2% |
| 6M | +84.1% | +39.5% | +44.7% | +92.0% |
| YTD | +180.3% | +87.6% | +92.6% | +192.9% |
| 1Y | +411.1% | +114.2% | +296.8% | +433.1% |
| All | +411.1% | +107.8% | +303.3% | +433.1% |
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 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