+1,651.7%
APO vs HBM
+45.8%
+1,605.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.6% |
| 3M | -12.0% | -20.7% | +8.7% | -8.1% |
| 6M | -5.0% | -13.9% | +9.0% | -4.0% |
| YTD | -14.0% | +10.6% | -24.6% | -19.8% |
| 1Y | -5.9% | +32.4% | -38.3% | -16.0% |
| 3Y | +51.6% | +432.0% | -380.4% | -6.6% |
| 5Y | +80.8% | +205.5% | -124.7% | +20.5% |
| 10Y | +839.9% | +291.1% | +548.8% | +387.7% |
| All | +1,651.7% | +45.8% | +1,605.9% | +895.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling