+1,804.4%
APO vs HSY
+356.0%
+1,448.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | -1.0% | -3.3% | +2.3% | -0.2% |
| 30D | +3.5% | -2.8% | +6.3% | +4.1% |
| 3M | +4.5% | -4.5% | +9.0% | +5.3% |
| 6M | +22.8% | -24.2% | +47.0% | +31.1% |
| YTD | -6.5% | -2.7% | -3.8% | -7.5% |
| 1Y | +0.8% | -3.7% | +4.6% | -0.2% |
| 3Y | +62.0% | -11.5% | +73.4% | +60.7% |
| 5Y | +138.2% | +10.3% | +127.9% | +111.7% |
| 10Y | +940.3% | +122.1% | +818.1% | +621.0% |
| All | +1,804.4% | +356.0% | +1,448.4% | +798.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling