+908.2%
APO vs HRB
+207.5%
+700.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -2.2% |
| 7D | -4.9% | -12.2% | +7.3% | -1.2% |
| 30D | -8.4% | -3.0% | -5.5% | -8.2% |
| 3M | -2.1% | +21.7% | -23.8% | -9.2% |
| 6M | +19.2% | +52.3% | -33.1% | +1.3% |
| YTD | -10.5% | +6.5% | -17.0% | -14.7% |
| 1Y | -2.7% | -6.7% | +4.0% | -3.3% |
| 3Y | +52.5% | +25.1% | +27.4% | +32.5% |
| 5Y | +132.1% | +113.8% | +18.3% | +61.7% |
| All | +908.2% | +207.5% | +700.7% | +441.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling