+544.2%
WMT vs APA
+8.7%
+535.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.5% |
| 7D | +2.0% | +8.5% | -6.5% | +1.8% |
| 30D | +10.3% | +2.8% | +7.5% | +10.1% |
| 3M | +11.0% | +21.7% | -10.8% | +10.2% |
| 6M | -2.3% | +32.6% | -35.0% | -3.4% |
| YTD | +15.7% | +103.7% | -88.0% | +12.7% |
| 1Y | +26.0% | +101.8% | -75.8% | +22.7% |
| 3Y | +136.5% | +48.1% | +88.4% | +130.4% |
| 5Y | +176.8% | +91.9% | +85.0% | +167.0% |
| All | +544.2% | +8.7% | +535.5% | +526.3% |
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