+50.9%
APO vs WSM
+260.3%
-209.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.3% |
| 7D | +5.8% | 0.0% | +5.8% | +5.8% |
| 30D | +8.9% | +5.1% | +3.8% | +7.6% |
| 3M | -13.6% | +5.1% | -18.7% | -14.8% |
| 6M | -5.4% | +48.6% | -54.0% | -15.7% |
| YTD | -13.6% | +44.2% | -57.8% | -22.3% |
| 1Y | -2.5% | +38.1% | -40.6% | -11.4% |
| 3Y | +50.9% | +257.2% | -206.4% | +25.6% |
| All | +50.9% | +260.3% | -209.4% | +25.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling