+47.7%
APO vs HTZ
-81.0%
+128.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -20.8% | +16.3% | -2.5% |
| 7D | -1.1% | -7.7% | +6.6% | -0.5% |
| 30D | +1.1% | -13.1% | +14.2% | +2.2% |
| 3M | -9.2% | +14.7% | -24.0% | -11.7% |
| 6M | -9.2% | -70.6% | +61.4% | -0.5% |
| YTD | -18.0% | -65.2% | +47.2% | -12.1% |
| 1Y | -10.9% | -73.2% | +62.3% | -2.5% |
| All | +47.7% | -81.0% | +128.7% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 3y: compounded portfolio wealth divided by compounded HTZ 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…
3y analysis · Full analysis span regression · 6 months rolling