+908.2%
APO vs WPM
+545.0%
+363.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.7% | +1.3% | -2.0% |
| 7D | -4.9% | -3.6% | -1.3% | -4.6% |
| 30D | -8.4% | +12.5% | -20.9% | -9.5% |
| 3M | -2.1% | +40.6% | -42.7% | -5.4% |
| 6M | +19.2% | +0.5% | +18.7% | +18.5% |
| YTD | -10.5% | +29.0% | -39.6% | -13.6% |
| 1Y | -2.7% | +43.8% | -46.5% | -7.2% |
| 3Y | +52.5% | +266.3% | -213.8% | +31.0% |
| 5Y | +132.1% | +255.1% | -123.0% | +97.1% |
| All | +908.2% | +545.0% | +363.3% | +750.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling