+1,651.7%
APO vs WWD
+999.0%
+652.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | -0.4% |
| 7D | +0.2% | +3.7% | -3.6% | -1.5% |
| 30D | +3.1% | +1.8% | +1.3% | +1.8% |
| 3M | -12.0% | -5.0% | -7.0% | -10.5% |
| 6M | -5.0% | -8.4% | +3.4% | -2.4% |
| YTD | -14.0% | +12.3% | -26.3% | -21.4% |
| 1Y | -5.9% | +26.2% | -32.2% | -19.5% |
| 3Y | +51.6% | +154.6% | -103.0% | -9.5% |
| 5Y | +80.8% | +195.3% | -114.5% | -1.2% |
| 10Y | +839.9% | +466.3% | +373.6% | +258.6% |
| All | +1,651.7% | +999.0% | +652.7% | +401.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling