+895.2%
APO vs HAS
+106.1%
+789.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +4.0% |
| 7D | +2.3% | +2.2% | +0.1% | +1.5% |
| 30D | +3.0% | +29.6% | -26.6% | -7.4% |
| 3M | -3.7% | +30.3% | -34.0% | -13.6% |
| 6M | -7.5% | +25.6% | -33.1% | -16.4% |
| YTD | -14.5% | +50.8% | -65.3% | -29.2% |
| 1Y | -6.2% | +63.0% | -69.2% | -24.8% |
| 3Y | +51.9% | +211.6% | -159.7% | -10.3% |
| 5Y | +76.5% | +50.4% | +26.1% | +40.1% |
| 10Y | +895.2% | +101.9% | +793.4% | +572.9% |
| All | +895.2% | +106.1% | +789.2% | +572.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling