+911.7%
APO vs WING
+405.9%
+505.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -1.0% | -3.9% | +2.8% | -0.2% |
| 30D | +3.5% | -11.6% | +15.0% | +5.8% |
| 3M | +4.5% | -24.2% | +28.7% | +9.7% |
| 6M | +22.8% | -54.1% | +76.8% | +43.2% |
| YTD | -6.5% | -53.9% | +47.4% | +8.0% |
| 1Y | +0.8% | -64.4% | +65.2% | +22.8% |
| 3Y | +62.0% | -30.2% | +92.2% | +59.2% |
| 5Y | +138.2% | -34.1% | +172.4% | +124.9% |
| 10Y | +940.3% | +342.1% | +598.1% | +552.3% |
| All | +911.7% | +405.9% | +505.8% | +498.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling