+137.9%
APO vs WST
-25.7%
+163.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | -1.0% | +0.7% | -1.8% | -1.2% |
| 30D | +3.5% | -3.1% | +6.6% | +4.2% |
| 3M | +4.5% | +7.2% | -2.7% | +2.6% |
| 6M | +22.8% | +36.8% | -14.0% | +13.0% |
| YTD | -6.5% | +23.8% | -30.3% | -12.0% |
| 1Y | +0.8% | +37.8% | -36.9% | -8.2% |
| 3Y | +62.0% | -15.9% | +77.9% | +59.8% |
| All | +137.9% | -25.7% | +163.6% | +138.9% |
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