+290.7%
WDAY vs APO
+1,859.2%
-1,568.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.7% | -6.1% | -3.1% |
| 7D | -4.0% | +2.3% | -6.3% | -5.1% |
| 30D | +1.9% | +3.0% | -1.1% | +0.3% |
| 3M | +5.9% | -3.7% | +9.6% | +6.9% |
| 6M | +48.8% | -7.5% | +56.3% | +51.4% |
| YTD | -11.4% | -14.5% | +3.1% | -7.7% |
| 1Y | -15.5% | -6.2% | -9.4% | -15.1% |
| 3Y | -15.6% | +51.9% | -67.5% | -32.3% |
| 5Y | -35.2% | +76.5% | -111.7% | -52.5% |
| 10Y | +123.9% | +895.2% | -771.4% | -16.0% |
| All | +290.7% | +1,859.2% | -1,568.6% | +56.6% |
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