+9,012.0%
WMT vs APA
+815.8%
+8,196.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -1.0% |
| 7D | +3.9% | +0.5% | +3.4% | +3.9% |
| 30D | -4.4% | +23.4% | -27.8% | -5.7% |
| 3M | -8.8% | +12.7% | -21.5% | -9.6% |
| 6M | -15.6% | +39.4% | -55.1% | -17.7% |
| YTD | -3.2% | +79.0% | -82.2% | -7.2% |
| 1Y | +7.0% | +88.8% | -81.8% | +2.0% |
| 3Y | +105.3% | +6.4% | +98.9% | +100.5% |
| 5Y | +129.3% | +153.0% | -23.7% | +108.4% |
| 10Y | +423.9% | +7.5% | +416.4% | +371.3% |
| All | +9,012.0% | +815.8% | +8,196.2% | +6,335.9% |
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