+4,666.7%
WMB vs APA
+860.5%
+3,806.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -1.3% |
| 7D | -13.8% | -15.5% | +1.7% | -7.8% |
| 30D | -10.3% | +2.4% | -12.7% | -11.3% |
| 3M | -10.1% | +22.8% | -32.8% | -17.8% |
| 6M | -11.8% | +17.9% | -29.8% | -18.9% |
| YTD | +8.9% | +87.7% | -78.7% | -18.5% |
| 1Y | +14.0% | +94.2% | -80.2% | -16.2% |
| 3Y | +100.5% | +27.2% | +73.3% | +60.7% |
| 5Y | +179.5% | +74.1% | +105.4% | +81.1% |
| 10Y | +272.7% | +2.6% | +270.1% | +99.2% |
| All | +4,666.7% | +860.5% | +3,806.2% | +1,568.0% |
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