+21.2%
WM vs APA
+107.6%
-86.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | -0.2% |
| 7D | +3.2% | +8.5% | -5.3% | +2.5% |
| 30D | +13.0% | +2.8% | +10.2% | +12.5% |
| 3M | +9.2% | +21.7% | -12.5% | +6.9% |
| 6M | +13.6% | +32.6% | -19.0% | +10.0% |
| YTD | +12.4% | +103.7% | -91.3% | +4.8% |
| 1Y | +21.2% | +101.8% | -80.6% | +13.0% |
| All | +21.2% | +107.6% | -86.4% | +13.0% |
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