+121.3%
WMB vs APO
+53.0%
+68.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.3% | -0.8% |
| 7D | +7.8% | +5.8% | +2.1% | +6.9% |
| 30D | -5.1% | +8.9% | -14.0% | -6.5% |
| 3M | -4.7% | -13.6% | +8.9% | -2.5% |
| 6M | -7.4% | -5.4% | -2.0% | -7.0% |
| YTD | +17.5% | -13.6% | +31.1% | +20.0% |
| 1Y | +19.5% | -2.5% | +22.0% | +18.2% |
| 3Y | +121.3% | +50.9% | +70.4% | +103.1% |
| All | +121.3% | +53.0% | +68.3% | +103.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling