+80.8%
APO vs WCC
+153.2%
-72.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.2% | -1.1% |
| 7D | +0.2% | +3.3% | -3.2% | -1.3% |
| 30D | +3.1% | -9.4% | +12.6% | +5.9% |
| 3M | -12.0% | -10.5% | -1.5% | -9.9% |
| 6M | -5.0% | -10.4% | +5.4% | -3.7% |
| YTD | -14.0% | +34.4% | -48.4% | -27.8% |
| 1Y | -5.9% | +27.7% | -33.6% | -19.4% |
| 3Y | +51.6% | +137.9% | -86.4% | -7.6% |
| 5Y | +80.8% | +147.0% | -66.2% | -3.0% |
| All | +80.8% | +153.2% | -72.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling