+92.7%
WFC vs APO
+79.1%
+13.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | +0.9% | +8.1% | -7.2% | -2.6% |
| 30D | +3.3% | +3.4% | -0.2% | +1.5% |
| 3M | -1.4% | -6.6% | +5.2% | +0.9% |
| 6M | +14.7% | -7.1% | +21.8% | +17.0% |
| YTD | -5.9% | -14.1% | +8.2% | -1.6% |
| 1Y | +1.8% | -4.7% | +6.5% | +1.3% |
| 3Y | +124.9% | +51.3% | +73.6% | +76.9% |
| 5Y | +92.7% | +82.7% | +10.0% | +33.8% |
| All | +92.7% | +79.1% | +13.6% | +33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling