+386.0%
WDC vs APO
-3.6%
+389.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.3% | -2.1% | -3.8% |
| 7D | +4.4% | -4.9% | +9.3% | +5.7% |
| 30D | +5.3% | -8.4% | +13.7% | +7.5% |
| 3M | -5.9% | -2.1% | -3.9% | -5.2% |
| 6M | +73.2% | +19.2% | +54.0% | +64.4% |
| YTD | +167.8% | -10.5% | +178.4% | +170.6% |
| 1Y | +386.0% | -2.7% | +388.7% | +408.7% |
| All | +386.0% | -3.6% | +389.6% | +408.7% |
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