-25.7%
WDAY vs APO
+58.7%
-84.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.4% | -3.5% | -4.4% |
| 7D | -6.1% | +0.1% | -6.2% | -6.1% |
| 30D | +3.7% | +3.9% | -0.2% | +2.7% |
| 3M | +29.6% | +3.8% | +25.8% | +27.7% |
| 6M | +23.3% | +22.3% | +1.0% | +14.5% |
| YTD | -13.3% | -7.8% | -5.5% | -11.9% |
| 1Y | -19.6% | -0.3% | -19.3% | -20.7% |
| 3Y | -25.7% | +57.1% | -82.8% | -35.8% |
| All | -25.7% | +58.7% | -84.4% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling