+57.1%
APO vs WPM
+279.1%
-222.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +0.1% | +7.0% | -6.9% | -0.6% |
| 30D | +3.9% | +15.7% | -11.9% | +2.3% |
| 3M | +3.8% | +35.2% | -31.4% | +0.5% |
| 6M | +22.3% | +6.1% | +16.2% | +20.9% |
| YTD | -7.8% | +32.6% | -40.4% | -11.9% |
| 1Y | -0.3% | +46.9% | -47.2% | -6.1% |
| 3Y | +57.1% | +276.3% | -219.2% | +24.9% |
| All | +57.1% | +279.1% | -222.0% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling