+895.2%
APO vs WM
+337.2%
+558.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.1% | +4.5% | +4.6% |
| 7D | +2.3% | -0.5% | +2.8% | +2.6% |
| 30D | +3.0% | +13.3% | -10.3% | -3.9% |
| 3M | -3.7% | +4.4% | -8.1% | -6.2% |
| 6M | -7.5% | +10.8% | -18.3% | -13.5% |
| YTD | -14.5% | +9.1% | -23.6% | -20.4% |
| 1Y | -6.2% | +19.1% | -25.3% | -17.4% |
| 3Y | +51.9% | +45.7% | +6.2% | +13.7% |
| 5Y | +76.5% | +60.4% | +16.0% | +20.5% |
| 10Y | +895.2% | +328.7% | +566.5% | +280.3% |
| All | +895.2% | +337.2% | +558.0% | +280.3% |
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