+4.2%
WBD vs APO
+136.0%
-131.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -1.7% | -1.0% | -0.7% | -1.2% |
| 30D | +3.9% | -0.4% | +4.2% | +3.7% |
| 3M | +5.1% | -0.9% | +6.0% | +4.3% |
| 6M | +0.6% | +22.1% | -21.6% | -11.7% |
| YTD | -3.2% | -8.4% | +5.2% | -1.6% |
| 1Y | +127.7% | -0.9% | +128.6% | +119.9% |
| 3Y | +146.6% | +56.1% | +90.4% | +73.9% |
| 5Y | +4.2% | +136.0% | -131.8% | -45.6% |
| All | +4.2% | +136.0% | -131.8% | -45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling