+1,804.4%
APO vs HDB
+218.9%
+1,585.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -1.0% | +0.4% | -1.4% | -1.2% |
| 30D | +3.5% | -2.8% | +6.3% | +4.7% |
| 3M | +4.5% | -3.5% | +8.1% | +5.4% |
| 6M | +22.8% | -24.7% | +47.5% | +37.5% |
| YTD | -6.5% | -36.6% | +30.1% | +13.1% |
| 1Y | +0.8% | -34.4% | +35.2% | +19.7% |
| 3Y | +62.0% | -24.4% | +86.4% | +75.4% |
| 5Y | +138.2% | -35.4% | +173.6% | +174.3% |
| 10Y | +940.3% | +39.5% | +900.7% | +702.4% |
| All | +1,804.4% | +218.9% | +1,585.5% | +870.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling