-15.3%
WDAY vs APO
+1.9%
-17.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -5.2% |
| 7D | -4.4% | -1.0% | -3.3% | -4.1% |
| 30D | +14.7% | +3.5% | +11.3% | +14.0% |
| 3M | +32.4% | +4.5% | +27.8% | +30.5% |
| 6M | +36.9% | +22.8% | +14.1% | +26.3% |
| YTD | -8.8% | -6.5% | -2.3% | -8.3% |
| 1Y | -15.3% | +0.8% | -16.1% | -17.5% |
| All | -15.3% | +1.9% | -17.2% | -17.5% |
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