+1,659.1%
APO vs WCC
+435.3%
+1,223.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.4% |
| 7D | +5.8% | +9.9% | -4.2% | +1.7% |
| 30D | +8.9% | -8.4% | +17.3% | +11.3% |
| 3M | -13.6% | -10.3% | -3.3% | -11.5% |
| 6M | -5.4% | -10.5% | +5.1% | -4.1% |
| YTD | -13.6% | +32.2% | -45.8% | -26.8% |
| 1Y | -2.5% | +25.5% | -28.0% | -15.7% |
| 3Y | +50.9% | +134.7% | -83.8% | -5.5% |
| 5Y | +81.4% | +139.9% | -58.5% | +6.7% |
| 10Y | +843.9% | +433.5% | +410.5% | +234.5% |
| All | +1,659.1% | +435.3% | +1,223.7% | +459.3% |
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 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