+322.4%
HBAN vs APO
+1,716.2%
-1,393.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.5% |
| 7D | -1.5% | -1.0% | -0.5% | -1.1% |
| 30D | -5.5% | -0.4% | -5.1% | -5.6% |
| 3M | -0.2% | -0.9% | +0.6% | -0.7% |
| 6M | +5.2% | +22.1% | -17.0% | -5.1% |
| YTD | -2.3% | -8.4% | +6.1% | -0.5% |
| 1Y | -2.2% | -0.9% | -1.2% | -4.2% |
| 3Y | +73.8% | +56.1% | +17.7% | +35.9% |
| 5Y | +35.2% | +136.0% | -100.8% | -14.2% |
| 10Y | +155.4% | +949.3% | -793.9% | -11.0% |
| All | +322.4% | +1,716.2% | -1,393.8% | +8.9% |
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 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