+78.7%
APO vs WST
+1.0%
+77.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.5% |
| 7D | +5.8% | +4.2% | +1.5% | +4.8% |
| 30D | +8.9% | +11.2% | -2.3% | +6.4% |
| 3M | -13.6% | +20.4% | -34.0% | -17.1% |
| 6M | -5.4% | +37.9% | -43.3% | -12.3% |
| YTD | -13.6% | +51.8% | -65.4% | -22.3% |
| 1Y | -2.5% | +56.6% | -59.1% | -13.0% |
| 3Y | +50.9% | +24.2% | +26.6% | +31.9% |
| All | +78.7% | +1.0% | +77.8% | +67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling