+313.2%
WMB vs APO
+943.6%
-630.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | 0.0% | -1.0% | +1.0% | +0.3% |
| 30D | +4.6% | -0.4% | +5.0% | +4.5% |
| 3M | +5.7% | -0.9% | +6.6% | +5.3% |
| 6M | +4.2% | +22.1% | -18.0% | -3.4% |
| YTD | +26.8% | -8.4% | +35.2% | +27.7% |
| 1Y | +34.7% | -0.9% | +35.6% | +31.3% |
| 3Y | +146.8% | +56.1% | +90.7% | +98.3% |
| 5Y | +285.0% | +136.0% | +149.0% | +153.9% |
| 10Y | +313.2% | +949.3% | -636.1% | +63.9% |
| All | +313.2% | +943.6% | -630.4% | +63.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling