+135.7%
APO vs HTZ
-89.5%
+225.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.8% |
| 7D | -1.0% | +7.5% | -8.5% | -2.0% |
| 30D | +3.5% | +47.4% | -44.0% | -3.1% |
| 3M | +4.5% | -54.9% | +59.4% | +12.9% |
| 6M | +22.8% | -47.0% | +69.8% | +28.2% |
| YTD | -6.5% | -55.3% | +48.8% | -0.3% |
| 1Y | +0.8% | -57.6% | +58.5% | +7.0% |
| 3Y | +62.0% | -86.6% | +148.6% | +99.1% |
| 5Y | +138.2% | -86.1% | +224.4% | +186.2% |
| All | +135.7% | -89.5% | +225.3% | +191.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling