-4.4%
APO vs WM
+21.9%
-26.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.6% | +6.5% | +8.2% |
| 7D | +8.2% | +5.9% | +2.3% | +8.9% |
| 30D | +6.4% | +15.4% | -9.0% | +9.3% |
| 3M | -7.4% | +6.3% | -13.8% | -6.7% |
| 6M | -4.2% | +5.6% | -9.8% | -2.7% |
| YTD | -14.1% | +9.9% | -24.1% | -15.0% |
| 1Y | -4.4% | +20.8% | -25.2% | -10.1% |
| All | -4.4% | +21.9% | -26.3% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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