+80.8%
APO vs HBM
+210.2%
-129.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.2% | -1.3% | +1.4% | +0.4% |
| 30D | +3.1% | -14.8% | +18.0% | +6.5% |
| 3M | -12.0% | -20.7% | +8.7% | -8.1% |
| 6M | -5.0% | -13.9% | +9.0% | -4.1% |
| YTD | -14.0% | +10.6% | -24.6% | -20.6% |
| 1Y | -5.9% | +32.4% | -38.3% | -17.4% |
| 3Y | +51.6% | +432.0% | -380.4% | -15.6% |
| 5Y | +80.8% | +205.5% | -124.7% | +14.3% |
| All | +80.8% | +210.2% | -129.4% | +14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling