+908.2%
APO vs HUBB
+437.4%
+470.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -2.0% |
| 7D | -4.9% | -1.7% | -3.2% | -3.8% |
| 30D | -8.4% | -12.7% | +4.2% | 0.0% |
| 3M | -2.1% | -2.9% | +0.9% | -1.3% |
| 6M | +19.2% | -4.8% | +24.0% | +19.5% |
| YTD | -10.5% | +2.8% | -13.3% | -15.8% |
| 1Y | -2.7% | +3.5% | -6.2% | -9.5% |
| 3Y | +52.5% | +43.5% | +8.9% | +9.7% |
| 5Y | +132.1% | +154.2% | -22.1% | +5.6% |
| All | +908.2% | +437.4% | +470.9% | +166.7% |
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