+1,648.7%
APO vs HDB
+257.4%
+1,391.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.2% | +0.1% |
| 7D | +8.1% | +12.7% | -4.6% | +2.5% |
| 30D | +3.4% | +16.6% | -13.2% | -3.6% |
| 3M | -6.6% | +10.8% | -17.4% | -11.2% |
| 6M | -7.1% | +3.8% | -10.9% | -9.7% |
| YTD | -14.1% | -28.9% | +14.8% | -1.7% |
| 1Y | -4.7% | -28.0% | +23.3% | +8.3% |
| 3Y | +51.3% | -7.2% | +58.5% | +48.9% |
| 5Y | +82.7% | -22.2% | +105.0% | +92.7% |
| 10Y | +845.7% | +63.6% | +782.1% | +579.9% |
| All | +1,648.7% | +257.4% | +1,391.3% | +744.2% |
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