+1,648.7%
APO vs WU
-29.2%
+1,677.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.7% | 0.0% |
| 7D | +8.1% | +11.0% | -2.9% | +3.4% |
| 30D | +3.4% | +13.4% | -10.0% | -1.9% |
| 3M | -6.6% | +2.2% | -8.9% | -7.9% |
| 6M | -7.1% | -18.2% | +11.1% | -1.4% |
| YTD | -14.1% | -18.3% | +4.1% | -9.3% |
| 1Y | -4.7% | -12.2% | +7.5% | -2.7% |
| 3Y | +51.3% | -20.8% | +72.1% | +57.0% |
| 5Y | +82.7% | -42.6% | +125.3% | +114.7% |
| 10Y | +845.7% | -35.5% | +881.2% | +945.8% |
| All | +1,648.7% | -29.2% | +1,677.8% | +1,693.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling