+786.9%
WELL vs APO
+1,601.9%
-815.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +2.7% | +8.1% | -5.4% | +0.7% |
| 30D | +9.8% | +3.4% | +6.4% | +8.8% |
| 3M | +5.8% | -6.6% | +12.4% | +7.0% |
| 6M | +16.2% | -7.1% | +23.3% | +17.1% |
| YTD | +34.9% | -14.1% | +49.0% | +37.3% |
| 1Y | +31.0% | -4.7% | +35.7% | +29.6% |
| 3Y | +205.4% | +51.3% | +154.1% | +155.4% |
| 5Y | +220.8% | +82.7% | +138.1% | +147.6% |
| 10Y | +471.8% | +845.7% | -373.9% | +208.4% |
| All | +786.9% | +1,601.9% | -815.1% | +282.9% |
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 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