+88.5%
WDC vs APO
-6.0%
+94.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.7% | -5.6% |
| 7D | +12.1% | +5.8% | +6.3% | +10.0% |
| 30D | -18.8% | +8.9% | -27.7% | -21.0% |
| 3M | -39.3% | -13.6% | -25.7% | -36.0% |
| 6M | -40.1% | -5.4% | -34.7% | -38.6% |
| YTD | +71.8% | -13.6% | +85.4% | +90.1% |
| 1Y | +88.5% | -2.5% | +91.0% | +99.0% |
| All | +88.5% | -6.0% | +94.5% | +99.0% |
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