+113.3%
WDAY vs APO
+943.6%
-830.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -7.4% | -1.0% | -6.4% | -7.0% |
| 30D | +1.0% | -0.4% | +1.4% | +1.3% |
| 3M | +32.7% | -0.9% | +33.6% | +32.5% |
| 6M | +25.6% | +22.1% | +3.4% | +14.9% |
| YTD | -13.4% | -8.4% | -5.0% | -11.5% |
| 1Y | -19.4% | -0.9% | -18.4% | -20.6% |
| 3Y | -25.8% | +56.1% | -81.9% | -41.7% |
| 5Y | -31.1% | +136.0% | -167.1% | -55.6% |
| 10Y | +113.3% | +949.3% | -836.0% | -21.0% |
| All | +113.3% | +943.6% | -830.3% | -21.0% |
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 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