+137.9%
APO vs WM
+52.1%
+85.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | -1.0% | -0.3% | -0.7% | -0.9% |
| 30D | +3.5% | -2.4% | +5.8% | +4.1% |
| 3M | +4.5% | +0.4% | +4.1% | +4.0% |
| 6M | +22.8% | -9.5% | +32.3% | +26.1% |
| YTD | -6.5% | +0.5% | -7.0% | -7.9% |
| 1Y | +0.8% | -1.1% | +1.9% | -0.3% |
| 3Y | +62.0% | +46.0% | +15.9% | +33.7% |
| All | +137.9% | +52.1% | +85.8% | +82.8% |
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