+1,804.4%
APO vs HIG
+604.3%
+1,200.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | 0.0% |
| 7D | -1.0% | +0.3% | -1.3% | -1.2% |
| 30D | +3.5% | -3.2% | +6.7% | +5.0% |
| 3M | +4.5% | +9.1% | -4.6% | -0.5% |
| 6M | +22.8% | -1.8% | +24.6% | +22.8% |
| YTD | -6.5% | +1.8% | -8.3% | -8.2% |
| 1Y | +0.8% | +4.6% | -3.7% | -2.4% |
| 3Y | +62.0% | +101.6% | -39.7% | +14.0% |
| 5Y | +138.2% | +124.5% | +13.8% | +60.4% |
| 10Y | +940.3% | +317.8% | +622.5% | +402.7% |
| All | +1,804.4% | +604.3% | +1,200.1% | +610.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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