+112.4%
WFC vs APO
+837.1%
-724.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.4% |
| 7D | +2.5% | +5.8% | -3.2% | 0.0% |
| 30D | +7.0% | +8.9% | -1.9% | +2.7% |
| 3M | -1.8% | -13.6% | +11.9% | +4.3% |
| 6M | +18.4% | -5.4% | +23.8% | +19.8% |
| YTD | -5.6% | -13.6% | +8.0% | -1.6% |
| 1Y | +3.9% | -2.5% | +6.4% | +2.2% |
| 3Y | +126.3% | +50.9% | +75.5% | +77.3% |
| 5Y | +91.1% | +81.4% | +9.7% | +32.3% |
| All | +112.4% | +837.1% | -724.7% | -27.3% |
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