+949.3%
APO vs WAT
+156.2%
+793.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -1.0% | -1.8% | +0.8% | -0.2% |
| 30D | -0.4% | -1.7% | +1.3% | +0.4% |
| 3M | -0.9% | +9.1% | -9.9% | -5.0% |
| 6M | +22.1% | +32.4% | -10.3% | +6.0% |
| YTD | -8.4% | +6.6% | -15.0% | -12.8% |
| 1Y | -0.9% | +34.7% | -35.6% | -16.2% |
| 3Y | +56.1% | +53.6% | +2.5% | +14.0% |
| 5Y | +136.0% | -4.1% | +140.1% | +120.8% |
| 10Y | +949.3% | +167.9% | +781.5% | +438.5% |
| All | +949.3% | +156.2% | +793.1% | +438.5% |
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