+329.7%
WFC vs APO
+1,753.5%
-1,423.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +3.8% | -1.0% | +4.8% | +4.1% |
| 30D | +1.5% | +3.5% | -2.0% | -0.2% |
| 3M | +10.9% | +4.5% | +6.3% | +8.1% |
| 6M | +8.4% | +22.8% | -14.4% | -1.9% |
| YTD | -1.9% | -6.5% | +4.6% | -1.0% |
| 1Y | +12.3% | +0.8% | +11.5% | +9.4% |
| 3Y | +132.3% | +62.0% | +70.4% | +82.4% |
| 5Y | +130.1% | +138.2% | -8.2% | +49.8% |
| 10Y | +134.4% | +940.3% | -805.9% | -12.0% |
| All | +329.7% | +1,753.5% | -1,423.7% | +19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling