+1,777.9%
APO vs HCA
+1,466.5%
+311.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | +0.1% | -2.8% | +2.9% | +1.0% |
| 30D | +3.9% | -2.7% | +6.6% | +4.7% |
| 3M | +3.8% | +11.5% | -7.7% | -0.2% |
| 6M | +22.3% | -24.3% | +46.6% | +32.3% |
| YTD | -7.8% | -13.6% | +5.8% | -4.9% |
| 1Y | -0.3% | -3.2% | +2.9% | -1.2% |
| 3Y | +57.1% | +50.4% | +6.7% | +31.3% |
| 5Y | +137.0% | +64.8% | +72.2% | +88.2% |
| 10Y | +946.8% | +456.5% | +490.3% | +472.0% |
| All | +1,777.9% | +1,466.5% | +311.4% | +717.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling