+908.2%
APO vs WING
+379.2%
+529.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.3% | -2.3% |
| 7D | -4.9% | +0.2% | -5.1% | -4.9% |
| 30D | -8.4% | -0.5% | -8.0% | -8.6% |
| 3M | -2.1% | -23.9% | +21.8% | +2.8% |
| 6M | +19.2% | -48.9% | +68.1% | +36.1% |
| YTD | -10.5% | -53.3% | +42.8% | +3.5% |
| 1Y | -2.7% | -60.3% | +57.6% | +16.1% |
| 3Y | +52.5% | -30.1% | +82.6% | +49.3% |
| 5Y | +132.1% | -36.2% | +168.3% | +118.8% |
| All | +908.2% | +379.2% | +529.1% | +541.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling