+1,359.8%
WDC vs APA
+9.3%
+1,350.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +1.9% |
| 7D | +6.0% | -1.7% | +7.7% | +6.2% |
| 30D | +9.9% | +15.7% | -5.8% | +7.7% |
| 3M | -9.4% | +16.5% | -25.8% | -11.5% |
| 6M | +94.7% | +35.1% | +59.6% | +81.4% |
| YTD | +177.4% | +82.2% | +95.1% | +139.1% |
| 1Y | +412.6% | +102.5% | +310.1% | +324.8% |
| 3Y | +1,359.8% | +10.3% | +1,349.5% | +1,039.3% |
| All | +1,359.8% | +9.3% | +1,350.4% | +1,039.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling