+67.0%
APO vs WST
-0.1%
+67.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.9% |
| 7D | +0.8% | -3.1% | +3.9% | +1.5% |
| 30D | +1.0% | +9.1% | -8.1% | -0.9% |
| 3M | -8.4% | +14.7% | -23.1% | -11.2% |
| 6M | -9.1% | +28.0% | -37.1% | -14.4% |
| YTD | -18.3% | +45.6% | -64.0% | -25.9% |
| 1Y | -8.0% | +45.7% | -53.6% | -16.6% |
| 3Y | +47.1% | +21.1% | +26.0% | +28.7% |
| All | +67.0% | -0.1% | +67.1% | +57.2% |
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