+595.8%
WDC vs APO
+79.1%
+516.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | -16.7% | +8.1% | -24.8% | -20.0% |
| 30D | -27.2% | +3.4% | -30.7% | -28.7% |
| 3M | -34.0% | -6.6% | -27.4% | -32.3% |
| 6M | -39.7% | -7.1% | -32.6% | -38.2% |
| YTD | +68.1% | -14.1% | +82.2% | +78.0% |
| 1Y | +66.3% | -4.7% | +71.0% | +66.1% |
| 3Y | +754.4% | +51.3% | +703.1% | +530.2% |
| 5Y | +595.8% | +82.7% | +513.0% | +320.9% |
| All | +595.8% | +79.1% | +516.7% | +320.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling