+68.3%
HAL vs APO
+1.9%
+66.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | +2.9% | -1.0% | +3.9% | +3.0% |
| 30D | +17.0% | +3.5% | +13.6% | +16.4% |
| 3M | -9.7% | +4.5% | -14.2% | -10.2% |
| 6M | +8.6% | +22.8% | -14.2% | +5.2% |
| YTD | +33.0% | -6.5% | +39.5% | +38.1% |
| 1Y | +68.3% | +0.8% | +67.5% | +68.9% |
| All | +68.3% | +1.9% | +66.5% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 1y: compounded portfolio wealth divided by compounded APO 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…
1y analysis · Full analysis span regression · 6 months rolling