+105.3%
HAL vs APO
+138.1%
-32.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | +2.9% | -1.0% | +3.9% | +3.3% |
| 30D | +17.0% | +3.5% | +13.6% | +15.1% |
| 3M | -9.7% | +4.5% | -14.2% | -12.0% |
| 6M | +8.6% | +22.8% | -14.2% | -1.7% |
| YTD | +33.0% | -6.5% | +39.5% | +34.0% |
| 1Y | +68.3% | +0.8% | +67.5% | +62.9% |
| 3Y | +0.1% | +62.0% | -61.9% | -23.7% |
| All | +105.3% | +138.1% | -32.8% | +25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling