+1,804.4%
APO vs WAT
+373.8%
+1,430.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | -1.0% | -1.3% | +0.3% | -0.4% |
| 30D | +3.5% | +2.3% | +1.1% | +2.4% |
| 3M | +4.5% | +8.7% | -4.2% | +0.4% |
| 6M | +22.8% | +28.3% | -5.5% | +8.2% |
| YTD | -6.5% | +7.8% | -14.3% | -11.5% |
| 1Y | +0.8% | +36.6% | -35.8% | -15.2% |
| 3Y | +62.0% | +45.7% | +16.3% | +23.4% |
| 5Y | +138.2% | -3.3% | +141.6% | +120.6% |
| 10Y | +940.3% | +162.1% | +778.2% | +457.1% |
| All | +1,804.4% | +373.8% | +1,430.6% | +664.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling