+60.7%
APO vs WST
-15.4%
+76.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -1.0% | +0.7% | -1.8% | -1.1% |
| 30D | +3.5% | -3.1% | +6.6% | +3.9% |
| 3M | +4.5% | +7.2% | -2.7% | +3.4% |
| 6M | +22.8% | +36.8% | -14.0% | +16.9% |
| YTD | -6.5% | +23.8% | -30.3% | -9.9% |
| 1Y | +0.8% | +37.8% | -36.9% | -4.7% |
| All | +60.7% | -15.4% | +76.1% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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