+36.0%
HBAN vs APO
+128.1%
-92.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.6% |
| 7D | -1.9% | -4.9% | +3.0% | +0.3% |
| 30D | -5.9% | -8.4% | +2.6% | -2.3% |
| 3M | +0.2% | -2.1% | +2.3% | +0.3% |
| 6M | +6.6% | +19.2% | -12.6% | -3.3% |
| YTD | -1.7% | -10.5% | +8.8% | +1.4% |
| 1Y | -1.7% | -2.7% | +1.0% | -3.2% |
| 3Y | +74.9% | +52.5% | +22.4% | +35.2% |
| 5Y | +36.0% | +132.1% | -96.1% | -17.4% |
| All | +36.0% | +128.1% | -92.2% | -17.4% |
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 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