-30.9%
WULF vs APO
+128.1%
-159.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.3% | -3.4% | -3.6% |
| 7D | -0.6% | -4.9% | +4.3% | +4.1% |
| 30D | -3.6% | -8.4% | +4.8% | +3.4% |
| 3M | -30.4% | -2.1% | -28.4% | -30.6% |
| 6M | +12.5% | +19.2% | -6.8% | -9.5% |
| YTD | +40.5% | -10.5% | +51.0% | +49.0% |
| 1Y | +53.0% | -2.7% | +55.7% | +45.8% |
| 3Y | +796.7% | +52.5% | +744.2% | +480.1% |
| 5Y | -30.9% | +132.1% | -163.0% | -69.6% |
| All | -30.9% | +128.1% | -159.0% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling