+281.4%
WMB vs APO
+837.1%
-555.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.3% | -1.0% |
| 7D | +7.8% | +5.8% | +2.1% | +6.0% |
| 30D | -5.1% | +8.9% | -14.0% | -7.9% |
| 3M | -4.7% | -13.6% | +8.9% | -1.0% |
| 6M | -7.4% | -5.4% | -2.0% | -7.0% |
| YTD | +17.5% | -13.6% | +31.1% | +19.8% |
| 1Y | +19.5% | -2.5% | +22.0% | +16.9% |
| 3Y | +121.3% | +50.9% | +70.4% | +79.0% |
| 5Y | +200.5% | +81.4% | +119.1% | +118.4% |
| All | +281.4% | +837.1% | -555.7% | +54.4% |
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