+1,563.3%
APO vs HST
+151.2%
+1,412.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.8% | -2.7% | +3.5% | +2.2% |
| 30D | +1.0% | +10.7% | -9.7% | -4.1% |
| 3M | -8.4% | +6.3% | -14.6% | -11.5% |
| 6M | -9.1% | +19.0% | -28.1% | -17.4% |
| YTD | -18.3% | +47.0% | -65.4% | -33.4% |
| 1Y | -8.0% | +53.4% | -61.4% | -26.7% |
| 3Y | +47.1% | +78.0% | -30.9% | +7.9% |
| 5Y | +67.2% | +71.7% | -4.5% | +22.4% |
| 10Y | +871.8% | +146.2% | +725.6% | +438.7% |
| All | +1,563.3% | +151.2% | +1,412.2% | +764.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling