+421.1%
WMT vs APA
-2.8%
+423.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.1% |
| 7D | -2.5% | +0.8% | -3.3% | -2.5% |
| 30D | -6.4% | +9.6% | -16.1% | -6.7% |
| 3M | -12.1% | +18.0% | -30.1% | -12.6% |
| 6M | -15.0% | +41.9% | -56.8% | -16.1% |
| YTD | -4.5% | +86.3% | -90.8% | -6.7% |
| 1Y | +6.2% | +97.9% | -91.7% | +3.5% |
| 3Y | +99.9% | +12.8% | +87.1% | +96.3% |
| 5Y | +131.4% | +177.2% | -45.8% | +121.9% |
| All | +421.1% | -2.8% | +423.8% | +406.4% |
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