+932.4%
APO vs WWD
+498.9%
+433.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.4% |
| 7D | -1.0% | +0.6% | -1.6% | -1.3% |
| 30D | -0.4% | -5.1% | +4.7% | +2.1% |
| 3M | -0.9% | -11.2% | +10.4% | +4.4% |
| 6M | +22.1% | -12.0% | +34.2% | +27.9% |
| YTD | -8.4% | +12.0% | -20.4% | -16.7% |
| 1Y | -0.9% | +42.8% | -43.7% | -22.2% |
| 3Y | +56.1% | +168.9% | -112.8% | -15.3% |
| 5Y | +136.0% | +192.2% | -56.2% | +19.1% |
| All | +932.4% | +498.9% | +433.5% | +256.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling