+136.0%
APO vs WPM
+261.4%
-125.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.8% |
| 7D | -1.0% | +3.9% | -4.9% | -1.5% |
| 30D | -0.4% | +17.7% | -18.0% | -2.7% |
| 3M | -0.9% | +39.4% | -40.3% | -5.6% |
| 6M | +22.1% | +6.4% | +15.7% | +20.2% |
| YTD | -8.4% | +34.0% | -42.4% | -13.7% |
| 1Y | -0.9% | +50.5% | -51.5% | -8.8% |
| 3Y | +56.1% | +280.3% | -224.2% | +18.0% |
| 5Y | +136.0% | +266.3% | -130.3% | +67.4% |
| All | +136.0% | +261.4% | -125.3% | +67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling