+132.1%
APO vs HCA
+69.0%
+63.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -4.9% | +2.9% | -7.8% | -5.7% |
| 30D | -8.4% | +2.4% | -10.8% | -9.1% |
| 3M | -2.1% | +13.0% | -15.1% | -6.0% |
| 6M | +19.2% | -21.4% | +40.6% | +27.1% |
| YTD | -10.5% | -9.5% | -1.1% | -9.3% |
| 1Y | -2.7% | +7.5% | -10.2% | -7.2% |
| 3Y | +52.5% | +57.6% | -5.1% | +21.9% |
| 5Y | +132.1% | +71.1% | +61.0% | +70.1% |
| All | +132.1% | +69.0% | +63.1% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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