+137.0%
APO vs WCC
+229.6%
-92.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -3.9% | -2.4% |
| 7D | +0.1% | +8.5% | -8.4% | -3.2% |
| 30D | +3.9% | -1.0% | +4.8% | +3.9% |
| 3M | +3.8% | +2.1% | +1.6% | +1.7% |
| 6M | +22.3% | +36.8% | -14.5% | +4.7% |
| YTD | -7.8% | +47.7% | -55.5% | -24.1% |
| 1Y | -0.3% | +66.5% | -66.8% | -23.0% |
| 3Y | +57.1% | +134.2% | -77.0% | -1.4% |
| 5Y | +137.0% | +231.6% | -94.7% | +16.3% |
| All | +137.0% | +229.6% | -92.7% | +16.3% |
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