+82.7%
APO vs WM
+61.6%
+21.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | +8.1% | +1.2% | +6.9% | +7.8% |
| 30D | +3.4% | +13.7% | -10.2% | +0.1% |
| 3M | -6.6% | +5.2% | -11.9% | -7.9% |
| 6M | -7.1% | +11.2% | -18.3% | -10.0% |
| YTD | -14.1% | +9.4% | -23.6% | -17.2% |
| 1Y | -4.7% | +20.4% | -25.1% | -11.4% |
| 3Y | +51.3% | +44.7% | +6.6% | +29.1% |
| 5Y | +82.7% | +58.5% | +24.2% | +48.1% |
| All | +82.7% | +61.6% | +21.1% | +48.1% |
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