+73.4%
WBD vs APO
-2.1%
+75.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | -0.7% | -3.5% | +2.8% | -0.3% |
| 30D | +1.4% | -6.6% | +8.0% | +2.2% |
| 3M | +4.4% | -3.3% | +7.7% | +4.7% |
| 6M | +0.8% | +22.6% | -21.8% | -3.4% |
| YTD | -2.7% | -9.8% | +7.1% | +0.7% |
| 1Y | +73.4% | -3.9% | +77.3% | +75.5% |
| All | +73.4% | -2.1% | +75.5% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 1y: compounded portfolio wealth divided by compounded APO 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…
1y analysis · Full analysis span regression · 6 months rolling