+417.4%
WDC vs APO
+1.9%
+415.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +6.0% |
| 7D | +1.7% | -1.0% | +2.8% | +2.0% |
| 30D | -10.0% | +3.5% | -13.4% | -11.1% |
| 3M | -18.8% | +4.5% | -23.3% | -19.4% |
| 6M | +79.0% | +22.8% | +56.2% | +68.8% |
| YTD | +171.6% | -6.5% | +178.1% | +171.1% |
| 1Y | +417.4% | +0.8% | +416.6% | +435.6% |
| All | +417.4% | +1.9% | +415.5% | +435.6% |
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 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