+23.7%
WMB vs APO
-5.6%
+29.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.1% | -14.5% | -5.8% |
| 7D | -8.6% | +8.2% | -16.8% | -8.1% |
| 30D | -4.2% | +6.4% | -10.6% | -3.6% |
| 3M | -4.4% | -7.4% | +3.0% | -4.2% |
| 6M | -8.7% | -4.2% | -4.5% | -8.3% |
| YTD | +15.4% | -14.1% | +29.5% | +16.0% |
| 1Y | +23.7% | -4.4% | +28.1% | +20.2% |
| All | +23.7% | -5.6% | +29.4% | +20.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling