+257.9%
HD vs APO
+903.0%
-645.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.7% | -1.8% | +1.6% |
| 7D | +3.6% | +2.3% | +1.3% | +2.9% |
| 30D | +21.6% | +3.0% | +18.6% | +20.5% |
| 3M | +0.1% | -3.7% | +3.8% | +0.9% |
| 6M | +13.0% | -7.5% | +20.5% | +14.7% |
| YTD | +4.9% | -14.5% | +19.5% | +8.0% |
| 1Y | -2.1% | -6.2% | +4.1% | -2.0% |
| 3Y | +32.6% | +51.9% | -19.3% | +10.5% |
| 5Y | +8.2% | +76.5% | -68.2% | -16.8% |
| 10Y | +257.9% | +895.2% | -637.3% | +68.7% |
| All | +257.9% | +903.0% | -645.1% | +68.7% |
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