+7.4%
HAL vs APO
+943.6%
-936.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.2% |
| 7D | -1.3% | -1.0% | -0.3% | -0.9% |
| 30D | +10.9% | -0.4% | +11.3% | +10.5% |
| 3M | -5.8% | -0.9% | -5.0% | -6.5% |
| 6M | +8.1% | +22.1% | -14.0% | -5.1% |
| YTD | +33.2% | -8.4% | +41.6% | +34.7% |
| 1Y | +74.2% | -0.9% | +75.1% | +67.2% |
| 3Y | -3.7% | +56.1% | -59.8% | -32.4% |
| 5Y | +111.9% | +136.0% | -24.1% | +9.4% |
| 10Y | +7.4% | +949.3% | -941.9% | -70.0% |
| All | +7.4% | +943.6% | -936.2% | -70.0% |
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