-2.3%
HAL vs APO
+1,753.5%
-1,755.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | +2.9% | -1.0% | +3.9% | +3.4% |
| 30D | +17.0% | +3.5% | +13.6% | +14.6% |
| 3M | -9.7% | +4.5% | -14.2% | -12.6% |
| 6M | +8.6% | +22.8% | -14.2% | -4.2% |
| YTD | +33.0% | -6.5% | +39.5% | +33.0% |
| 1Y | +68.3% | +0.8% | +67.5% | +60.6% |
| 3Y | +0.1% | +62.0% | -61.9% | -28.7% |
| 5Y | +102.6% | +138.2% | -35.6% | +12.1% |
| 10Y | +3.8% | +940.3% | -936.4% | -71.0% |
| All | -2.3% | +1,753.5% | -1,755.8% | -81.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling