+51.2%
APO vs HUM
-11.4%
+62.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -4.9% | -1.4% | -3.5% | -4.8% |
| 30D | -8.4% | +7.5% | -15.9% | -8.7% |
| 3M | -2.1% | +10.2% | -12.3% | -2.6% |
| 6M | +19.2% | +132.5% | -113.3% | +14.0% |
| YTD | -10.5% | +57.6% | -68.1% | -13.0% |
| 1Y | -2.7% | +48.6% | -51.3% | -5.3% |
| All | +51.2% | -11.4% | +62.6% | +23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling