+356.5%
WELL vs APO
+943.6%
-587.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.4% |
| 7D | -1.1% | -1.0% | -0.1% | -0.9% |
| 30D | +0.7% | -0.4% | +1.1% | +0.6% |
| 3M | +14.5% | -0.9% | +15.4% | +13.9% |
| 6M | +14.4% | +22.1% | -7.7% | +6.6% |
| YTD | +28.5% | -8.4% | +36.8% | +29.3% |
| 1Y | +41.8% | -0.9% | +42.7% | +38.5% |
| 3Y | +202.8% | +56.1% | +146.7% | +141.3% |
| 5Y | +208.8% | +136.0% | +72.8% | +103.6% |
| 10Y | +356.5% | +949.3% | -592.8% | +147.4% |
| All | +356.5% | +943.6% | -587.1% | +147.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling