+78.7%
APO vs GWW
+218.6%
-139.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.2% |
| 7D | +5.8% | +3.6% | +2.2% | +3.7% |
| 30D | +8.9% | +12.1% | -3.2% | +2.4% |
| 3M | -13.6% | +12.9% | -26.5% | -19.2% |
| 6M | -5.4% | +19.3% | -24.7% | -14.4% |
| YTD | -13.6% | +48.7% | -62.4% | -32.0% |
| 1Y | -2.5% | +60.5% | -63.0% | -26.8% |
| 3Y | +50.9% | +93.3% | -42.4% | +3.8% |
| All | +78.7% | +218.6% | -139.9% | -9.6% |
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