+129.2%
APO vs HUM
+6.5%
+122.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.4% | +0.6% |
| 7D | -3.5% | +2.1% | -5.6% | -3.7% |
| 30D | -6.6% | +5.4% | -11.9% | -7.1% |
| 3M | -3.3% | +11.4% | -14.7% | -4.6% |
| 6M | +22.6% | +141.5% | -118.9% | +10.1% |
| YTD | -9.8% | +61.2% | -71.0% | -15.4% |
| 1Y | -3.9% | +49.2% | -53.0% | -9.3% |
| 3Y | +52.5% | -9.0% | +61.5% | +51.4% |
| All | +129.2% | +6.5% | +122.6% | +96.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling