+949.3%
APO vs HDB
+32.4%
+916.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.1% | +0.2% |
| 7D | -1.0% | -4.9% | +3.9% | +1.4% |
| 30D | -0.4% | -5.8% | +5.5% | +2.4% |
| 3M | -0.9% | -5.2% | +4.3% | +0.8% |
| 6M | +22.1% | -25.7% | +47.9% | +38.9% |
| YTD | -8.4% | -39.6% | +31.2% | +15.5% |
| 1Y | -0.9% | -36.9% | +36.0% | +21.7% |
| 3Y | +56.1% | -29.7% | +85.9% | +76.1% |
| 5Y | +136.0% | -37.8% | +173.8% | +179.1% |
| 10Y | +949.3% | +33.7% | +915.6% | +713.1% |
| All | +949.3% | +32.4% | +916.9% | +713.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling