-4.7%
APO vs WING
-28.4%
+23.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.6% | +0.9% |
| 7D | +8.1% | +5.0% | +3.1% | +7.5% |
| 30D | +3.4% | +38.7% | -35.3% | +0.3% |
| 3M | -6.6% | +44.7% | -51.4% | -10.0% |
| 6M | -7.1% | +31.5% | -38.6% | -10.7% |
| YTD | -14.1% | -28.4% | +14.3% | -6.3% |
| 1Y | -4.7% | -28.2% | +23.5% | +3.5% |
| All | -4.7% | -28.4% | +23.7% | +3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling