+1,952.2%
WDC vs APO
+1,753.5%
+198.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +6.2% |
| 7D | +1.7% | -1.0% | +2.8% | +2.1% |
| 30D | -10.0% | +3.5% | -13.4% | -11.8% |
| 3M | -18.8% | +4.5% | -23.3% | -21.0% |
| 6M | +79.0% | +22.8% | +56.2% | +59.8% |
| YTD | +171.6% | -6.5% | +178.1% | +175.2% |
| 1Y | +417.4% | +0.8% | +416.6% | +399.0% |
| 3Y | +1,251.8% | +62.0% | +1,189.8% | +917.6% |
| 5Y | +911.7% | +138.2% | +773.4% | +514.1% |
| 10Y | +1,399.6% | +940.3% | +459.4% | +373.9% |
| All | +1,952.2% | +1,753.5% | +198.7% | +406.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling