+57.1%
APO vs WCC
+137.6%
-80.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -3.9% | -2.3% |
| 7D | +0.1% | +8.5% | -8.4% | -3.0% |
| 30D | +3.9% | -1.0% | +4.8% | +3.9% |
| 3M | +3.8% | +2.1% | +1.6% | +1.9% |
| 6M | +22.3% | +36.8% | -14.5% | +5.7% |
| YTD | -7.8% | +47.7% | -55.5% | -23.3% |
| 1Y | -0.3% | +66.5% | -66.8% | -22.0% |
| 3Y | +57.1% | +134.2% | -77.0% | +3.0% |
| All | +57.1% | +137.6% | -80.5% | +3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling