+155.3%
HBAN vs APO
+945.2%
-790.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.4% |
| 7D | -1.0% | -3.5% | +2.5% | +0.7% |
| 30D | -5.6% | -6.6% | +1.0% | -2.8% |
| 3M | -1.1% | -3.3% | +2.1% | -0.5% |
| 6M | +9.9% | +22.6% | -12.7% | -2.0% |
| YTD | -0.9% | -9.8% | +8.8% | +1.7% |
| 1Y | -1.4% | -3.9% | +2.5% | -2.4% |
| 3Y | +78.2% | +52.5% | +25.7% | +36.5% |
| 5Y | +37.0% | +134.0% | -97.0% | -18.1% |
| All | +155.3% | +945.2% | -790.0% | -27.4% |
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