+1,563.3%
APO vs HDB
+245.8%
+1,317.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.2% |
| 7D | +0.8% | +13.3% | -12.6% | -4.7% |
| 30D | +1.0% | +13.6% | -12.5% | -4.7% |
| 3M | -8.4% | +5.8% | -14.2% | -11.1% |
| 6M | -9.1% | -1.9% | -7.2% | -9.5% |
| YTD | -18.3% | -31.2% | +12.9% | -5.1% |
| 1Y | -8.0% | -29.6% | +21.6% | +5.6% |
| 3Y | +47.1% | -10.1% | +57.2% | +46.7% |
| 5Y | +67.2% | -24.3% | +91.5% | +78.4% |
| 10Y | +871.8% | +59.3% | +812.6% | +606.9% |
| All | +1,563.3% | +245.8% | +1,317.5% | +714.6% |
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 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