+78.7%
APO vs HTZ
-94.4%
+173.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.1% |
| 7D | +5.8% | -8.5% | +14.3% | +6.9% |
| 30D | +8.9% | -18.9% | +27.8% | +11.4% |
| 3M | -13.6% | -36.0% | +22.4% | -9.1% |
| 6M | -5.4% | -74.6% | +69.2% | +10.3% |
| YTD | -13.6% | -70.8% | +57.2% | -2.7% |
| 1Y | -2.5% | -75.3% | +72.8% | +12.3% |
| 3Y | +50.9% | -81.6% | +132.4% | +65.7% |
| All | +78.7% | -94.4% | +173.2% | +166.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling