+745.7%
WELL vs APO
+1,753.5%
-1,007.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -1.9% |
| 7D | -0.8% | -1.0% | +0.2% | -0.6% |
| 30D | -0.1% | +3.5% | -3.5% | -1.1% |
| 3M | +18.0% | +4.5% | +13.5% | +16.0% |
| 6M | +15.0% | +22.8% | -7.8% | +8.0% |
| YTD | +28.6% | -6.5% | +35.1% | +28.7% |
| 1Y | +42.9% | +0.8% | +42.1% | +39.5% |
| 3Y | +203.0% | +62.0% | +141.1% | +149.7% |
| 5Y | +206.9% | +138.2% | +68.6% | +120.0% |
| 10Y | +339.5% | +940.3% | -600.8% | +132.3% |
| All | +745.7% | +1,753.5% | -1,007.8% | +258.7% |
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