+130.8%
WMT vs APA
+177.1%
-46.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.2% | -0.4% |
| 7D | -0.2% | +0.3% | -0.6% | -0.3% |
| 30D | -5.8% | +9.3% | -15.2% | -6.3% |
| 3M | -10.8% | +23.3% | -34.1% | -12.0% |
| 6M | -14.3% | +39.5% | -53.8% | -16.3% |
| YTD | -4.4% | +87.6% | -92.0% | -8.5% |
| 1Y | +4.3% | +114.2% | -109.9% | -1.2% |
| 3Y | +100.1% | +13.6% | +86.5% | +93.8% |
| 5Y | +130.8% | +175.6% | -44.8% | +111.6% |
| All | +130.8% | +177.1% | -46.2% | +111.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling