+829.0%
APO vs WING
+685.5%
+143.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.6% | +1.4% |
| 7D | +8.1% | +5.0% | +3.1% | +7.0% |
| 30D | +3.4% | +38.7% | -35.3% | -4.0% |
| 3M | -6.6% | +44.7% | -51.4% | -14.8% |
| 6M | -7.1% | +31.5% | -38.6% | -14.6% |
| YTD | -14.1% | -28.4% | +14.3% | -10.5% |
| 1Y | -4.7% | -28.2% | +23.5% | -1.0% |
| 3Y | +51.3% | -18.4% | +69.7% | +44.3% |
| 5Y | +82.7% | +5.2% | +77.5% | +55.4% |
| 10Y | +845.7% | +699.8% | +145.9% | +422.5% |
| All | +829.0% | +685.5% | +143.4% | +395.7% |
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