+67.0%
APO vs HTZ
-95.4%
+162.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.4% | +7.9% | +0.7% |
| 7D | +0.8% | -14.6% | +15.4% | +2.7% |
| 30D | +1.0% | -20.8% | +21.8% | +3.8% |
| 3M | -8.4% | -18.8% | +10.4% | -7.3% |
| 6M | -9.1% | -74.7% | +65.6% | +6.1% |
| YTD | -18.3% | -68.1% | +49.8% | -9.0% |
| 1Y | -8.0% | -73.5% | +65.5% | +5.1% |
| 3Y | +47.1% | -81.8% | +128.9% | +64.6% |
| All | +67.0% | -95.4% | +162.3% | +147.1% |
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