+1,804.4%
APO vs WCC
+483.9%
+1,320.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.5% | -2.2% |
| 7D | -1.0% | +4.5% | -5.5% | -2.8% |
| 30D | +3.5% | -5.8% | +9.3% | +5.6% |
| 3M | +4.5% | -3.7% | +8.2% | +4.9% |
| 6M | +22.8% | +23.1% | -0.3% | +9.8% |
| YTD | -6.5% | +44.2% | -50.7% | -22.2% |
| 1Y | +0.8% | +62.1% | -61.3% | -21.0% |
| 3Y | +62.0% | +121.1% | -59.2% | +5.4% |
| 5Y | +138.2% | +214.0% | -75.7% | +27.1% |
| 10Y | +940.3% | +472.8% | +467.5% | +262.6% |
| All | +1,804.4% | +483.9% | +1,320.6% | +494.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling