+137.0%
APO vs WING
-35.4%
+172.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +3.9% | -6.0% | +9.9% | +4.9% |
| 3M | +3.8% | -23.5% | +27.2% | +8.7% |
| 6M | +22.3% | -52.0% | +74.3% | +42.3% |
| YTD | -7.8% | -53.8% | +46.0% | +7.3% |
| 1Y | -0.3% | -63.8% | +63.5% | +22.4% |
| 3Y | +57.1% | -30.8% | +87.9% | +49.3% |
| 5Y | +137.0% | -34.3% | +171.2% | +103.1% |
| All | +137.0% | -35.4% | +172.4% | +103.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling