+137.0%
APO vs WEC
+34.9%
+102.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.4% | -1.6% |
| 7D | +0.1% | +0.8% | -0.7% | -0.1% |
| 30D | +3.9% | +0.3% | +3.5% | +3.8% |
| 3M | +3.8% | -2.9% | +6.7% | +4.1% |
| 6M | +22.3% | -5.9% | +28.2% | +23.3% |
| YTD | -7.8% | +4.1% | -12.0% | -9.2% |
| 1Y | -0.3% | +3.1% | -3.5% | -1.6% |
| 3Y | +57.1% | +40.8% | +16.4% | +43.3% |
| 5Y | +137.0% | +31.7% | +105.3% | +107.6% |
| All | +137.0% | +34.9% | +102.1% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 5y: compounded portfolio wealth divided by compounded WEC 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…
5y analysis · Full analysis span regression · 6 months rolling