+18.4%
WMB vs APO
-7.7%
+26.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +0.7% |
| 7D | +8.1% | +3.5% | +4.6% | +8.2% |
| 30D | -6.9% | +4.4% | -11.2% | -6.4% |
| 3M | -5.1% | -12.1% | +7.0% | -5.2% |
| 6M | -5.7% | -7.2% | +1.5% | -5.6% |
| YTD | +18.1% | -15.1% | +33.2% | +17.8% |
| 1Y | +18.4% | -7.7% | +26.1% | +16.0% |
| All | +18.4% | -7.7% | +26.1% | +16.0% |
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