-5.9%
APO vs WM
+21.2%
-27.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.1% | +0.3% |
| 7D | +0.2% | +0.8% | -0.6% | +0.2% |
| 30D | +3.1% | +13.8% | -10.7% | +5.8% |
| 3M | -12.0% | +6.4% | -18.4% | -11.2% |
| 6M | -5.0% | +13.2% | -18.2% | -1.7% |
| YTD | -14.0% | +10.8% | -24.8% | -14.2% |
| 1Y | -5.9% | +20.2% | -26.1% | -7.5% |
| All | -5.9% | +21.2% | -27.1% | -7.5% |
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