-4.4%
APO vs WCC
+24.5%
-28.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -9.9% | +18.0% | +9.9% |
| 7D | +8.2% | -8.8% | +17.0% | +9.6% |
| 30D | +6.4% | -16.0% | +22.4% | +9.7% |
| 3M | -7.4% | -15.2% | +7.8% | -5.1% |
| 6M | -4.2% | -8.4% | +4.2% | -4.3% |
| YTD | -14.1% | +30.1% | -44.2% | -24.6% |
| 1Y | -4.4% | +26.4% | -30.8% | -16.2% |
| All | -4.4% | +24.5% | -28.8% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling