+857.2%
APO vs WM
+339.4%
+517.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.6% | +0.7% |
| 7D | +0.8% | +1.2% | -0.4% | +0.2% |
| 30D | +1.0% | +13.1% | -12.0% | -5.6% |
| 3M | -8.4% | +3.6% | -12.0% | -10.4% |
| 6M | -9.1% | +8.1% | -17.2% | -13.9% |
| YTD | -18.3% | +8.9% | -27.2% | -23.9% |
| 1Y | -8.0% | +20.3% | -28.3% | -19.5% |
| 3Y | +47.1% | +46.2% | +0.9% | +9.8% |
| 5Y | +67.2% | +59.9% | +7.3% | +14.5% |
| All | +857.2% | +339.4% | +517.8% | +266.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling