+137.0%
APO vs HDB
-37.8%
+174.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.6% | -0.1% |
| 7D | +0.1% | -2.0% | +2.1% | +0.9% |
| 30D | +3.9% | -4.9% | +8.7% | +5.9% |
| 3M | +3.8% | -2.3% | +6.1% | +3.9% |
| 6M | +22.3% | -23.7% | +46.0% | +35.6% |
| YTD | -7.8% | -38.5% | +30.7% | +12.8% |
| 1Y | -0.3% | -36.5% | +36.1% | +19.7% |
| 3Y | +57.1% | -28.5% | +85.6% | +73.9% |
| 5Y | +137.0% | -37.4% | +174.3% | +184.6% |
| All | +137.0% | -37.8% | +174.7% | +184.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling