+853.3%
APO vs HBM
+281.1%
+572.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.9% | +2.0% |
| 7D | +5.8% | +2.2% | +3.5% | +5.1% |
| 30D | +8.9% | -11.8% | +20.7% | +11.9% |
| 3M | -13.6% | -19.2% | +5.6% | -9.8% |
| 6M | -5.4% | -22.9% | +17.5% | -1.7% |
| YTD | -13.6% | +7.8% | -21.4% | -19.7% |
| 1Y | -2.5% | +34.9% | -37.4% | -14.7% |
| 3Y | +50.9% | +422.2% | -371.3% | -12.9% |
| 5Y | +81.4% | +192.8% | -111.4% | +15.2% |
| All | +853.3% | +281.1% | +572.2% | +321.8% |
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