+932.4%
APO vs HSY
+127.1%
+805.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -1.0% | -3.0% | +2.0% | -0.4% |
| 30D | -0.4% | -5.0% | +4.7% | +0.7% |
| 3M | -0.9% | -1.3% | +0.4% | -0.9% |
| 6M | +22.1% | -21.5% | +43.6% | +28.4% |
| YTD | -8.4% | -3.3% | -5.1% | -9.3% |
| 1Y | -0.9% | -5.5% | +4.5% | -1.6% |
| 3Y | +56.1% | -9.9% | +66.1% | +54.2% |
| 5Y | +136.0% | +11.3% | +124.7% | +105.9% |
| All | +932.4% | +127.1% | +805.3% | +722.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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