+1,359.8%
WDC vs APO
+58.7%
+1,301.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.8% |
| 7D | +6.0% | +0.1% | +5.9% | +5.9% |
| 30D | +9.9% | +3.9% | +6.1% | +7.2% |
| 3M | -9.4% | +3.8% | -13.1% | -11.5% |
| 6M | +94.7% | +22.3% | +72.4% | +73.3% |
| YTD | +177.4% | -7.8% | +185.2% | +184.6% |
| 1Y | +412.6% | -0.3% | +412.9% | +399.3% |
| 3Y | +1,359.8% | +57.1% | +1,302.6% | +1,014.8% |
| All | +1,359.8% | +58.7% | +1,301.1% | +1,014.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling