+5,376.0%
WMB vs APA
+815.8%
+4,560.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.3% | +1.4% |
| 7D | +0.6% | +0.5% | 0.0% | +0.3% |
| 30D | +3.3% | +23.4% | -20.1% | -5.5% |
| 3M | +3.1% | +12.7% | -9.6% | -2.8% |
| 6M | -0.7% | +39.4% | -40.1% | -15.3% |
| YTD | +25.2% | +79.0% | -53.8% | -4.2% |
| 1Y | +32.9% | +88.8% | -56.0% | -2.2% |
| 3Y | +140.6% | +6.4% | +134.2% | +107.7% |
| 5Y | +273.5% | +153.0% | +120.5% | +104.7% |
| 10Y | +334.2% | +7.5% | +326.7% | +125.2% |
| All | +5,376.0% | +815.8% | +4,560.2% | +1,860.0% |
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 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