+727.9%
WMT vs APO
+1,727.7%
-999.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.9% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -5.0% | +3.9% | -8.8% | -5.4% |
| 3M | -11.3% | +3.8% | -15.0% | -11.8% |
| 6M | -13.8% | +22.3% | -36.1% | -15.9% |
| YTD | -4.2% | -7.8% | +3.6% | -3.8% |
| 1Y | +4.6% | -0.3% | +4.9% | +3.9% |
| 3Y | +100.5% | +57.1% | +43.4% | +88.2% |
| 5Y | +129.7% | +137.0% | -7.3% | +104.1% |
| 10Y | +423.4% | +946.8% | -523.4% | +296.6% |
| All | +727.9% | +1,727.7% | -999.8% | +487.4% |
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 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