+55.8%
APO vs WCN
+20.9%
+34.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | +3.9% | -2.1% | +6.0% | +4.3% |
| 3M | +3.8% | +6.4% | -2.6% | +1.9% |
| 6M | +22.3% | -3.7% | +26.0% | +23.5% |
| YTD | -7.8% | -6.4% | -1.4% | -6.0% |
| 1Y | -0.3% | -7.9% | +7.6% | +2.2% |
| All | +55.8% | +20.9% | +34.9% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling