+916.7%
APO vs HUM
+152.7%
+764.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.4% | +0.2% |
| 7D | -3.5% | +2.1% | -5.6% | -4.1% |
| 30D | -6.6% | +5.4% | -11.9% | -8.0% |
| 3M | -3.3% | +11.4% | -14.7% | -6.9% |
| 6M | +22.6% | +141.5% | -118.9% | -7.0% |
| YTD | -9.8% | +61.2% | -71.0% | -23.7% |
| 1Y | -3.9% | +49.2% | -53.0% | -17.7% |
| 3Y | +52.5% | -9.0% | +61.5% | +48.0% |
| 5Y | +134.0% | +7.2% | +126.8% | +99.4% |
| All | +916.7% | +152.7% | +764.0% | +520.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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