+117.9%
WFC vs APO
+847.3%
-729.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -1.3% | +0.2% | -1.4% | -1.4% |
| 30D | +3.6% | +3.1% | +0.5% | +1.9% |
| 3M | -1.3% | -12.0% | +10.7% | +3.9% |
| 6M | +18.0% | -5.0% | +22.9% | +19.2% |
| YTD | -5.9% | -14.0% | +8.1% | -1.7% |
| 1Y | +1.8% | -5.9% | +7.7% | +1.8% |
| 3Y | +125.0% | +51.6% | +73.4% | +76.0% |
| 5Y | +92.0% | +80.8% | +11.2% | +33.1% |
| 10Y | +117.9% | +839.9% | -722.0% | -23.5% |
| All | +117.9% | +847.3% | -729.4% | -23.5% |
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