+1,570.8%
APO vs WM
+836.0%
+734.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.6% | -5.1% |
| 7D | -1.1% | +4.5% | -5.6% | -3.4% |
| 30D | +1.1% | +16.1% | -14.9% | -6.9% |
| 3M | -9.2% | +8.0% | -17.3% | -13.2% |
| 6M | -9.2% | +8.4% | -17.7% | -14.1% |
| YTD | -18.0% | +11.2% | -29.2% | -24.3% |
| 1Y | -10.9% | +22.3% | -33.2% | -22.4% |
| 3Y | +44.4% | +50.2% | -5.8% | +7.9% |
| 5Y | +67.9% | +63.3% | +4.6% | +16.6% |
| 10Y | +876.2% | +355.0% | +521.1% | +263.4% |
| All | +1,570.8% | +836.0% | +734.7% | +312.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling