+1,651.7%
APO vs WEC
+548.4%
+1,103.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | +0.2% | -0.5% | +0.7% | +0.4% |
| 30D | +3.1% | +12.0% | -8.8% | -0.9% |
| 3M | -12.0% | +11.1% | -23.1% | -15.2% |
| 6M | -5.0% | +6.0% | -10.9% | -7.2% |
| YTD | -14.0% | +14.3% | -28.3% | -18.7% |
| 1Y | -5.9% | +8.0% | -13.9% | -9.2% |
| 3Y | +51.6% | +62.8% | -11.3% | +23.0% |
| 5Y | +80.8% | +55.3% | +25.5% | +47.7% |
| 10Y | +839.9% | +193.2% | +646.8% | +515.1% |
| All | +1,651.7% | +548.4% | +1,103.3% | +579.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling