+908.2%
APO vs WSM
+1,058.9%
-150.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.7% | -1.8% |
| 7D | -4.9% | +0.4% | -5.3% | -5.0% |
| 30D | -8.4% | -10.7% | +2.3% | -5.0% |
| 3M | -2.1% | +8.5% | -10.5% | -5.0% |
| 6M | +19.2% | +19.6% | -0.4% | +11.6% |
| YTD | -10.5% | +26.6% | -37.1% | -17.9% |
| 1Y | -2.7% | +12.0% | -14.7% | -7.3% |
| 3Y | +52.5% | +226.6% | -174.2% | -3.7% |
| 5Y | +132.1% | +174.1% | -42.1% | +49.0% |
| All | +908.2% | +1,058.9% | -150.6% | +267.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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