+303.7%
WMB vs APA
-3.2%
+306.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.3% | +1.0% |
| 7D | +0.6% | +0.5% | 0.0% | +0.4% |
| 30D | +3.3% | +23.4% | -20.1% | -3.0% |
| 3M | +3.1% | +12.7% | -9.6% | -1.0% |
| 6M | -0.7% | +39.4% | -40.1% | -11.2% |
| YTD | +25.2% | +79.0% | -53.8% | +3.7% |
| 1Y | +32.9% | +88.8% | -56.0% | +7.2% |
| 3Y | +140.6% | +6.4% | +134.2% | +119.8% |
| 5Y | +273.5% | +153.0% | +120.5% | +149.9% |
| All | +303.7% | -3.2% | +306.8% | +166.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling