+129.2%
APO vs GWW
+222.0%
-92.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.2% | +0.5% |
| 7D | -3.5% | -3.4% | -0.1% | -1.7% |
| 30D | -6.6% | -1.9% | -4.6% | -5.6% |
| 3M | -3.3% | -2.4% | -0.9% | -2.3% |
| 6M | +22.6% | +15.7% | +6.9% | +12.2% |
| YTD | -9.8% | +27.6% | -37.4% | -22.5% |
| 1Y | -3.9% | +27.2% | -31.1% | -17.4% |
| 3Y | +52.5% | +89.7% | -37.2% | +7.4% |
| All | +129.2% | +222.0% | -92.8% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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