+1,651.7%
APO vs WCC
+444.4%
+1,207.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.2% | -1.2% |
| 7D | +0.2% | +3.3% | -3.2% | -1.3% |
| 30D | +3.1% | -9.4% | +12.6% | +6.0% |
| 3M | -12.0% | -10.5% | -1.5% | -9.8% |
| 6M | -5.0% | -10.4% | +5.4% | -3.7% |
| YTD | -14.0% | +34.4% | -48.4% | -27.6% |
| 1Y | -5.9% | +27.7% | -33.6% | -19.2% |
| 3Y | +51.6% | +137.9% | -86.4% | -5.6% |
| 5Y | +80.8% | +147.0% | -66.2% | +5.1% |
| 10Y | +839.9% | +442.5% | +397.4% | +230.9% |
| All | +1,651.7% | +444.4% | +1,207.3% | +453.3% |
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