+1,777.9%
APO vs WY
+61.5%
+1,716.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.6% |
| 7D | +0.1% | -2.1% | +2.1% | +1.2% |
| 30D | +3.9% | -10.5% | +14.3% | +10.0% |
| 3M | +3.8% | -4.9% | +8.6% | +5.9% |
| 6M | +22.3% | -4.9% | +27.2% | +24.2% |
| YTD | -7.8% | -1.7% | -6.1% | -8.5% |
| 1Y | -0.3% | -9.4% | +9.0% | +2.9% |
| 3Y | +57.1% | -22.3% | +79.4% | +72.9% |
| 5Y | +137.0% | -20.5% | +157.5% | +157.3% |
| 10Y | +946.8% | +4.9% | +941.9% | +781.9% |
| All | +1,777.9% | +61.5% | +1,716.4% | +1,047.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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