+67.0%
APO vs WM
+59.1%
+7.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.6% | +0.1% |
| 7D | +0.8% | +1.2% | -0.4% | +0.5% |
| 30D | +1.0% | +13.1% | -12.0% | -2.1% |
| 3M | -8.4% | +3.6% | -12.0% | -9.3% |
| 6M | -9.1% | +8.1% | -17.2% | -11.3% |
| YTD | -18.3% | +8.9% | -27.2% | -21.1% |
| 1Y | -8.0% | +20.3% | -28.3% | -14.4% |
| 3Y | +47.1% | +46.2% | +0.9% | +25.1% |
| All | +67.0% | +59.1% | +7.8% | +34.5% |
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 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