+449.4%
WMB vs APO
+1,518.9%
-1,069.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | -0.1% |
| 7D | -13.8% | +0.8% | -14.6% | -14.4% |
| 30D | -10.3% | +1.0% | -11.4% | -11.1% |
| 3M | -10.1% | -8.4% | -1.7% | -8.1% |
| 6M | -11.8% | -9.1% | -2.7% | -10.4% |
| YTD | +8.9% | -18.3% | +27.3% | +13.3% |
| 1Y | +14.0% | -8.0% | +21.9% | +13.3% |
| 3Y | +100.5% | +47.1% | +53.5% | +59.9% |
| 5Y | +179.5% | +67.2% | +112.3% | +102.7% |
| 10Y | +272.7% | +871.8% | -599.1% | +18.1% |
| All | +449.4% | +1,518.9% | -1,069.5% | +38.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling