+1,628.9%
APO vs HAS
+328.8%
+1,300.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -0.5% |
| 7D | +3.5% | +1.6% | +1.9% | +2.8% |
| 30D | +4.4% | +26.6% | -22.3% | -5.2% |
| 3M | -12.1% | +29.0% | -41.1% | -20.8% |
| 6M | -7.2% | +30.6% | -37.8% | -17.4% |
| YTD | -15.1% | +51.5% | -66.6% | -29.6% |
| 1Y | -7.7% | +58.5% | -66.1% | -24.9% |
| 3Y | +49.6% | +214.1% | -164.5% | -10.9% |
| 5Y | +78.3% | +50.2% | +28.0% | +41.9% |
| 10Y | +827.7% | +100.0% | +727.7% | +503.6% |
| All | +1,628.9% | +328.8% | +1,300.1% | +646.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling