-2.5%
APO vs HST
+53.2%
-55.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +5.8% | +3.6% | +2.2% | +4.0% |
| 30D | +8.9% | +11.2% | -2.3% | +4.2% |
| 3M | -13.6% | +13.1% | -26.7% | -18.0% |
| 6M | -5.4% | +23.9% | -29.3% | -16.5% |
| YTD | -13.6% | +52.3% | -65.9% | -32.4% |
| 1Y | -2.5% | +56.7% | -59.2% | -25.0% |
| All | -2.5% | +53.2% | -55.7% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling