+17,845.4%
WDC vs APA
+815.8%
+17,029.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.2% | +9.1% | +6.7% |
| 7D | +1.7% | +0.5% | +1.2% | +1.5% |
| 30D | -10.0% | +23.4% | -33.4% | -15.3% |
| 3M | -18.8% | +12.7% | -31.4% | -22.3% |
| 6M | +79.0% | +39.4% | +39.6% | +59.3% |
| YTD | +171.6% | +79.0% | +92.6% | +124.1% |
| 1Y | +417.4% | +88.8% | +328.6% | +316.5% |
| 3Y | +1,251.8% | +6.4% | +1,245.4% | +1,124.3% |
| 5Y | +911.7% | +153.0% | +758.7% | +585.1% |
| 10Y | +1,399.6% | +7.5% | +1,392.1% | +897.2% |
| All | +17,845.4% | +815.8% | +17,029.6% | +9,202.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling