+80.8%
APO vs WU
-44.4%
+125.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +1.1% |
| 7D | +0.2% | +2.1% | -2.0% | -0.7% |
| 30D | +3.1% | +10.1% | -7.0% | -0.1% |
| 3M | -12.0% | -1.1% | -10.8% | -12.0% |
| 6M | -5.0% | -19.8% | +14.8% | +0.5% |
| YTD | -14.0% | -20.8% | +6.8% | -9.0% |
| 1Y | -5.9% | -15.1% | +9.2% | -3.1% |
| 3Y | +51.6% | -23.2% | +74.8% | +57.0% |
| 5Y | +80.8% | -42.6% | +123.4% | +112.9% |
| All | +80.8% | -44.4% | +125.2% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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