+17.3%
HAL vs APO
-7.6%
+24.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | -6.5% | +8.1% | -14.6% | -6.7% |
| 30D | -2.1% | +3.4% | -5.6% | -2.1% |
| 3M | -4.9% | -6.6% | +1.8% | -4.3% |
| 6M | -19.3% | -7.1% | -12.2% | -18.8% |
| YTD | +14.3% | -14.1% | +28.4% | +21.7% |
| 1Y | +17.3% | -4.7% | +22.0% | +19.8% |
| All | +17.3% | -7.6% | +24.9% | +19.8% |
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