+47.7%
APO vs WM
+50.2%
-2.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.6% | -4.6% |
| 7D | -1.1% | +4.5% | -5.6% | -1.7% |
| 30D | +1.1% | +16.1% | -14.9% | -0.7% |
| 3M | -9.2% | +8.0% | -17.3% | -10.1% |
| 6M | -9.2% | +8.4% | -17.7% | -10.2% |
| YTD | -18.0% | +11.2% | -29.2% | -20.0% |
| 1Y | -10.9% | +22.3% | -33.2% | -15.6% |
| All | +47.7% | +50.2% | -2.5% | +41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling