+1,804.4%
APO vs WEC
+484.8%
+1,319.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | -1.0% | -0.3% | -0.8% | -0.9% |
| 30D | +3.5% | -1.3% | +4.8% | +3.9% |
| 3M | +4.5% | -3.9% | +8.5% | +5.7% |
| 6M | +22.8% | -8.3% | +31.1% | +26.0% |
| YTD | -6.5% | +3.1% | -9.6% | -8.3% |
| 1Y | +0.8% | +1.9% | -1.1% | -0.7% |
| 3Y | +62.0% | +41.9% | +20.0% | +38.1% |
| 5Y | +138.2% | +30.8% | +107.5% | +107.3% |
| 10Y | +940.3% | +141.9% | +798.3% | +626.9% |
| All | +1,804.4% | +484.8% | +1,319.7% | +666.5% |
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