+129.2%
APO vs HUBB
+157.3%
-28.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -0.9% | -0.2% |
| 7D | -3.5% | -0.1% | -3.4% | -3.5% |
| 30D | -6.6% | -10.0% | +3.4% | -0.9% |
| 3M | -3.3% | -1.6% | -1.7% | -3.4% |
| 6M | +22.6% | -3.1% | +25.7% | +21.4% |
| YTD | -9.8% | +4.6% | -14.4% | -15.7% |
| 1Y | -3.9% | +3.3% | -7.2% | -10.0% |
| 3Y | +52.5% | +46.6% | +5.9% | +12.1% |
| All | +129.2% | +157.3% | -28.1% | +9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling