+143.5%
WBD vs APO
+50.8%
+92.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.4% | +2.0% |
| 7D | -0.6% | -4.9% | +4.3% | +1.4% |
| 30D | +4.2% | -8.4% | +12.6% | +7.7% |
| 3M | +7.5% | -2.1% | +9.6% | +7.4% |
| 6M | +1.6% | +19.2% | -17.7% | -8.0% |
| YTD | -2.2% | -10.5% | +8.4% | +0.9% |
| 1Y | +124.9% | -2.7% | +127.6% | +120.9% |
| All | +143.5% | +50.8% | +92.7% | +98.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling