+908.2%
APO vs WWD
+490.2%
+418.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.9% | -1.6% |
| 7D | -4.9% | -2.9% | -2.0% | -3.5% |
| 30D | -8.4% | -6.6% | -1.8% | -5.4% |
| 3M | -2.1% | -9.3% | +7.3% | +2.1% |
| 6M | +19.2% | -13.6% | +32.9% | +26.0% |
| YTD | -10.5% | +10.4% | -20.9% | -18.0% |
| 1Y | -2.7% | +39.9% | -42.6% | -22.8% |
| 3Y | +52.5% | +165.0% | -112.6% | -16.7% |
| 5Y | +132.1% | +183.8% | -51.7% | +19.0% |
| All | +908.2% | +490.2% | +418.0% | +251.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WWD 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling