+205.0%
HD vs APO
+948.0%
-743.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -1.9% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | -11.1% | +3.9% | -15.0% | -12.2% |
| 3M | +2.0% | +3.8% | -1.7% | +0.6% |
| 6M | -10.5% | +22.3% | -32.7% | -16.1% |
| YTD | -6.9% | -7.8% | +0.9% | -6.0% |
| 1Y | -23.2% | -0.3% | -22.8% | -24.5% |
| 3Y | +3.1% | +57.1% | -54.1% | -14.9% |
| 5Y | +7.4% | +137.0% | -129.6% | -24.6% |
| 10Y | +205.0% | +946.8% | -741.8% | +38.6% |
| All | +205.0% | +948.0% | -743.0% | +38.6% |
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