+1,804.4%
APO vs WWD
+1,023.9%
+780.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.1% |
| 7D | -1.0% | +1.3% | -2.3% | -1.6% |
| 30D | +3.5% | -7.2% | +10.6% | +6.8% |
| 3M | +4.5% | -3.8% | +8.4% | +5.7% |
| 6M | +22.8% | -9.9% | +32.7% | +26.7% |
| YTD | -6.5% | +14.8% | -21.3% | -15.0% |
| 1Y | +0.8% | +42.1% | -41.2% | -18.4% |
| 3Y | +62.0% | +170.8% | -108.8% | -5.7% |
| 5Y | +138.2% | +197.5% | -59.3% | +30.0% |
| 10Y | +940.3% | +477.8% | +462.5% | +294.7% |
| All | +1,804.4% | +1,023.9% | +780.5% | +442.5% |
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