+754.4%
WDC vs APA
+37.8%
+716.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.4% |
| 7D | -16.7% | -5.5% | -11.2% | -16.1% |
| 30D | -27.2% | -1.2% | -26.0% | -27.1% |
| 3M | -34.0% | +10.6% | -44.6% | -35.0% |
| 6M | -39.7% | +28.4% | -68.1% | -42.3% |
| YTD | +68.1% | +89.7% | -21.7% | +42.7% |
| 1Y | +66.3% | +90.6% | -24.3% | +40.4% |
| 3Y | +754.4% | +36.9% | +717.5% | +582.1% |
| All | +754.4% | +37.8% | +716.6% | +582.1% |
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 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