+1,804.4%
APO vs WM
+745.8%
+1,058.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | +0.1% |
| 7D | -1.0% | -0.3% | -0.7% | -0.9% |
| 30D | +3.5% | -2.4% | +5.8% | +4.7% |
| 3M | +4.5% | +0.4% | +4.1% | +3.5% |
| 6M | +22.8% | -9.5% | +32.3% | +28.2% |
| YTD | -6.5% | +0.5% | -7.0% | -8.7% |
| 1Y | +0.8% | -1.1% | +1.9% | -0.9% |
| 3Y | +62.0% | +46.0% | +15.9% | +21.8% |
| 5Y | +138.2% | +51.8% | +86.4% | +71.9% |
| 10Y | +940.3% | +307.5% | +632.8% | +311.7% |
| All | +1,804.4% | +745.8% | +1,058.6% | +397.6% |
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