+845.7%
APO vs W
+228.8%
+616.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.7% | +4.2% | +1.2% |
| 7D | +8.1% | +1.1% | +7.0% | +7.9% |
| 30D | +3.4% | +6.4% | -3.0% | +2.1% |
| 3M | -6.6% | +9.0% | -15.6% | -8.5% |
| 6M | -7.1% | +69.8% | -76.9% | -18.2% |
| YTD | -14.1% | +12.1% | -26.2% | -19.0% |
| 1Y | -4.7% | 0.0% | -4.7% | -8.4% |
| 3Y | +51.3% | +160.3% | -109.0% | +10.2% |
| 5Y | +82.7% | -53.3% | +136.0% | +60.8% |
| 10Y | +845.7% | +217.0% | +628.7% | +380.0% |
| All | +845.7% | +228.8% | +616.9% | +380.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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