+908.2%
APO vs WAB
+292.7%
+615.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.3% | -2.3% |
| 7D | -4.9% | -0.2% | -4.7% | -4.8% |
| 30D | -8.4% | -5.9% | -2.6% | -5.3% |
| 3M | -2.1% | +9.4% | -11.4% | -7.4% |
| 6M | +19.2% | +13.8% | +5.4% | +9.4% |
| YTD | -10.5% | +31.8% | -42.3% | -24.8% |
| 1Y | -2.7% | +48.5% | -51.2% | -23.8% |
| 3Y | +52.5% | +167.0% | -114.5% | -12.5% |
| 5Y | +132.1% | +222.3% | -90.2% | +21.2% |
| All | +908.2% | +292.7% | +615.6% | +319.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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