+128.3%
WFC vs APO
+136.0%
-7.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.6% | +2.2% |
| 7D | +0.4% | -1.0% | +1.4% | +0.9% |
| 30D | +2.5% | -0.4% | +2.8% | +2.3% |
| 3M | +10.0% | -0.9% | +10.9% | +9.6% |
| 6M | +15.1% | +22.1% | -7.1% | +3.5% |
| YTD | -2.2% | -8.4% | +6.2% | -0.2% |
| 1Y | +13.5% | -0.9% | +14.4% | +11.1% |
| 3Y | +135.2% | +56.1% | +79.1% | +84.5% |
| 5Y | +128.3% | +136.0% | -7.7% | +43.8% |
| All | +128.3% | +136.0% | -7.7% | +43.8% |
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