+777.4%
WELL vs APO
+1,518.9%
-741.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | -0.1% |
| 7D | +4.4% | +0.8% | +3.7% | +4.1% |
| 30D | +10.8% | +1.0% | +9.8% | +10.4% |
| 3M | +4.2% | -8.4% | +12.6% | +5.9% |
| 6M | +14.0% | -9.1% | +23.1% | +15.4% |
| YTD | +33.4% | -18.3% | +51.8% | +37.5% |
| 1Y | +32.4% | -8.0% | +40.4% | +32.0% |
| 3Y | +194.7% | +47.1% | +147.7% | +148.0% |
| 5Y | +226.5% | +67.2% | +159.3% | +157.6% |
| 10Y | +429.8% | +871.8% | -442.0% | +185.6% |
| All | +777.4% | +1,518.9% | -741.5% | +283.4% |
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 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