+1,563.3%
APO vs WST
+1,894.1%
-330.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -1.0% |
| 7D | +0.8% | -3.1% | +3.9% | +1.8% |
| 30D | +1.0% | +9.1% | -8.1% | -1.7% |
| 3M | -8.4% | +14.7% | -23.1% | -12.4% |
| 6M | -9.1% | +28.0% | -37.1% | -16.6% |
| YTD | -18.3% | +45.6% | -64.0% | -28.8% |
| 1Y | -8.0% | +45.7% | -53.6% | -19.9% |
| 3Y | +47.1% | +21.1% | +26.0% | +23.4% |
| 5Y | +67.2% | +0.3% | +66.8% | +47.2% |
| 10Y | +871.8% | +449.0% | +422.8% | +308.6% |
| All | +1,563.3% | +1,894.1% | -330.7% | +265.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling