+130.7%
WFC vs APO
+58.7%
+72.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.7% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +0.8% | +3.9% | -3.1% | -1.1% |
| 3M | +9.3% | +3.8% | +5.5% | +6.8% |
| 6M | +10.6% | +22.3% | -11.7% | -0.1% |
| YTD | -4.1% | -7.8% | +3.7% | -2.1% |
| 1Y | +13.6% | -0.3% | +13.9% | +11.2% |
| 3Y | +130.7% | +57.1% | +73.6% | +105.3% |
| All | +130.7% | +58.7% | +72.1% | +105.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling