+9.2%
HBAN vs APO
-5.6%
+14.9%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.1% | -6.8% | -0.9% |
| 7D | +2.3% | +8.2% | -5.9% | 0.0% |
| 30D | +5.0% | +6.4% | -1.4% | +3.1% |
| 3M | -7.6% | -7.4% | -0.2% | -6.0% |
| 6M | +1.3% | -4.2% | +5.4% | +1.6% |
| YTD | -4.7% | -14.1% | +9.4% | -0.4% |
| 1Y | +9.2% | -4.4% | +13.6% | +9.9% |
| All | +9.2% | -5.6% | +14.9% | +9.9% |
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