+113.2%
WDC vs APO
-5.6%
+118.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +8.1% | -14.9% | -8.9% |
| 7D | -18.3% | +8.2% | -26.5% | -20.4% |
| 30D | -26.7% | +6.4% | -33.1% | -28.2% |
| 3M | -40.9% | -7.4% | -33.5% | -39.6% |
| 6M | -26.8% | -4.2% | -22.6% | -25.6% |
| YTD | +88.2% | -14.1% | +102.3% | +105.1% |
| 1Y | +113.2% | -4.4% | +117.6% | +132.4% |
| All | +113.2% | -5.6% | +118.8% | +132.4% |
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 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