-17.4%
HAL vs APO
+821.0%
-838.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.1% |
| 7D | +2.6% | +3.5% | -0.8% | +0.8% |
| 30D | -0.1% | +4.4% | -4.5% | -3.1% |
| 3M | -1.1% | -12.1% | +10.9% | +4.2% |
| 6M | -20.7% | -7.2% | -13.5% | -19.7% |
| YTD | +17.5% | -15.1% | +32.6% | +22.3% |
| 1Y | +24.1% | -7.7% | +31.8% | +23.1% |
| 3Y | -8.4% | +49.6% | -58.0% | -34.6% |
| 5Y | +53.2% | +78.3% | -25.0% | -6.7% |
| All | -17.4% | +821.0% | -838.4% | -74.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling