+51.2%
APO vs WTW
+61.8%
-10.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.9% | -2.5% |
| 7D | -4.9% | -7.8% | +2.9% | -2.8% |
| 30D | -8.4% | -7.9% | -0.6% | -6.5% |
| 3M | -2.1% | +19.9% | -22.0% | -7.3% |
| 6M | +19.2% | +9.8% | +9.4% | +15.3% |
| YTD | -10.5% | -3.3% | -7.2% | -9.6% |
| 1Y | -2.7% | -3.3% | +0.6% | -1.8% |
| All | +51.2% | +61.8% | -10.6% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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