+57.1%
APO vs HBM
+522.1%
-464.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.8% | -7.1% | -2.4% |
| 7D | +0.1% | +7.4% | -7.3% | -1.1% |
| 30D | +3.9% | +5.1% | -1.2% | +2.7% |
| 3M | +3.8% | +11.1% | -7.4% | +1.1% |
| 6M | +22.3% | +30.2% | -7.9% | +14.5% |
| YTD | -7.8% | +46.2% | -54.0% | -17.4% |
| 1Y | -0.3% | +120.0% | -120.4% | -20.1% |
| 3Y | +57.1% | +527.4% | -470.3% | -2.1% |
| All | +57.1% | +522.1% | -464.9% | -2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling