+136.0%
APO vs WU
-51.4%
+187.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.4% |
| 7D | -1.0% | -4.9% | +3.9% | +0.5% |
| 30D | -0.4% | -1.3% | +0.9% | 0.0% |
| 3M | -0.9% | -3.6% | +2.7% | -1.6% |
| 6M | +22.1% | -24.3% | +46.5% | +31.7% |
| YTD | -8.4% | -21.1% | +12.7% | -2.8% |
| 1Y | -0.9% | -10.3% | +9.4% | -0.5% |
| 3Y | +56.1% | -28.4% | +84.5% | +66.4% |
| 5Y | +136.0% | -51.2% | +187.2% | +176.3% |
| All | +136.0% | -51.4% | +187.4% | +176.3% |
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