+845.7%
APO vs WAT
+228.2%
+617.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.6% |
| 7D | +8.1% | +3.4% | +4.7% | +6.6% |
| 30D | +3.4% | +9.6% | -6.2% | -0.9% |
| 3M | -6.6% | +15.5% | -22.1% | -12.8% |
| 6M | -7.1% | +33.9% | -41.0% | -19.6% |
| YTD | -14.1% | +25.2% | -39.3% | -24.4% |
| 1Y | -4.7% | +26.3% | -31.0% | -16.5% |
| 3Y | +51.3% | +85.8% | -34.5% | +0.1% |
| 5Y | +82.7% | +35.3% | +47.4% | +42.1% |
| 10Y | +845.7% | +231.8% | +613.9% | +323.3% |
| All | +845.7% | +228.2% | +617.5% | +323.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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