+1,804.4%
APO vs WCN
+880.5%
+923.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | 0.0% |
| 7D | -1.0% | -0.6% | -0.4% | -0.6% |
| 30D | +3.5% | +0.4% | +3.0% | +3.2% |
| 3M | +4.5% | +7.3% | -2.8% | -0.4% |
| 6M | +22.8% | -2.5% | +25.3% | +22.7% |
| YTD | -6.5% | -5.4% | -1.1% | -5.4% |
| 1Y | +0.8% | -8.5% | +9.3% | +3.8% |
| 3Y | +62.0% | +20.8% | +41.2% | +37.8% |
| 5Y | +138.2% | +30.0% | +108.2% | +91.7% |
| 10Y | +940.3% | +238.4% | +701.9% | +387.7% |
| All | +1,804.4% | +880.5% | +923.9% | +403.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling