+259.9%
WMB vs APO
+903.0%
-643.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.7% | -1.0% | +2.3% |
| 7D | -6.7% | +2.3% | -9.0% | -7.5% |
| 30D | -8.6% | +3.0% | -11.6% | -9.7% |
| 3M | -4.9% | -3.7% | -1.2% | -4.5% |
| 6M | -6.3% | -7.5% | +1.2% | -5.3% |
| YTD | +13.0% | -14.5% | +27.5% | +15.6% |
| 1Y | +14.9% | -6.2% | +21.1% | +13.9% |
| 3Y | +113.4% | +51.9% | +61.5% | +72.2% |
| 5Y | +190.2% | +76.5% | +113.7% | +113.2% |
| 10Y | +259.9% | +895.2% | -635.4% | +50.1% |
| All | +259.9% | +903.0% | -643.2% | +50.1% |
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 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