+130.1%
WDAY vs APO
+890.3%
-760.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.9% |
| 7D | -4.6% | +8.1% | -12.7% | -7.6% |
| 30D | +1.2% | +3.4% | -2.2% | -0.6% |
| 3M | +2.6% | -6.6% | +9.2% | +4.8% |
| 6M | +47.8% | -7.1% | +54.8% | +50.1% |
| YTD | -12.1% | -14.1% | +2.1% | -8.4% |
| 1Y | -17.1% | -4.7% | -12.4% | -17.2% |
| 3Y | -17.9% | +51.3% | -69.2% | -34.9% |
| 5Y | -35.1% | +82.7% | -117.8% | -54.1% |
| 10Y | +130.1% | +845.7% | -715.6% | -18.4% |
| All | +130.1% | +890.3% | -760.2% | -18.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling