+853.3%
APO vs HUBB
+381.1%
+472.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.9% |
| 7D | +5.8% | +1.8% | +4.0% | +4.6% |
| 30D | +8.9% | -7.7% | +16.6% | +14.0% |
| 3M | -13.6% | -13.6% | -0.1% | -5.9% |
| 6M | -5.4% | -9.1% | +3.7% | -1.6% |
| YTD | -13.6% | -0.7% | -12.9% | -17.6% |
| 1Y | -2.5% | +1.1% | -3.5% | -8.3% |
| 3Y | +50.9% | +56.2% | -5.3% | +1.2% |
| 5Y | +81.4% | +126.6% | -45.2% | -11.2% |
| All | +853.3% | +381.1% | +472.2% | +157.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 10y: compounded portfolio wealth divided by compounded HUBB 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…
10y analysis · Full analysis span regression · 6 months rolling