+54.8%
APO vs HUBB
+44.4%
+10.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.5% |
| 7D | -1.0% | +1.1% | -2.1% | -1.6% |
| 30D | -0.4% | -9.6% | +9.2% | +5.1% |
| 3M | -0.9% | -6.2% | +5.3% | +1.6% |
| 6M | +22.1% | -6.2% | +28.3% | +22.9% |
| YTD | -8.4% | +3.4% | -11.7% | -14.2% |
| 1Y | -0.9% | +5.3% | -6.3% | -9.1% |
| All | +54.8% | +44.4% | +10.4% | +12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling