+78.3%
APO vs WM
+63.0%
+15.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.7% |
| 7D | +3.5% | +1.2% | +2.3% | +3.1% |
| 30D | +4.4% | +15.2% | -10.9% | +0.6% |
| 3M | -12.1% | +8.3% | -20.4% | -13.9% |
| 6M | -7.2% | +13.1% | -20.4% | -10.6% |
| YTD | -15.1% | +12.5% | -27.6% | -18.8% |
| 1Y | -7.7% | +21.8% | -29.4% | -14.3% |
| 3Y | +49.6% | +48.8% | +0.8% | +26.6% |
| 5Y | +78.3% | +62.1% | +16.2% | +44.0% |
| All | +78.3% | +63.0% | +15.3% | +44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling