+916.7%
APO vs HBM
+619.2%
+297.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | -3.5% | -3.3% | -0.2% | -2.8% |
| 30D | -6.6% | -4.8% | -1.7% | -5.8% |
| 3M | -3.3% | -0.4% | -2.8% | -4.3% |
| 6M | +22.6% | +17.9% | +4.7% | +14.3% |
| YTD | -9.8% | +33.7% | -43.5% | -19.9% |
| 1Y | -3.9% | +95.6% | -99.5% | -23.6% |
| 3Y | +52.5% | +458.1% | -405.7% | -12.5% |
| 5Y | +134.0% | +329.0% | -195.0% | +36.0% |
| All | +916.7% | +619.2% | +297.5% | +315.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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