+37.6%
WBD vs APO
+1,727.7%
-1,690.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.1% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | +5.0% | +3.9% | +1.1% | +3.2% |
| 3M | +6.2% | +3.8% | +2.5% | +3.8% |
| 6M | +0.6% | +22.3% | -21.7% | -8.5% |
| YTD | -2.4% | -7.8% | +5.4% | -1.7% |
| 1Y | +127.7% | -0.3% | +128.0% | +121.9% |
| 3Y | +148.4% | +57.1% | +91.3% | +100.5% |
| 5Y | +4.2% | +137.0% | -132.7% | -28.4% |
| 10Y | +10.8% | +946.8% | -936.0% | -54.1% |
| All | +37.6% | +1,727.7% | -1,690.1% | -53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling