-2.6%
HD vs APO
-7.6%
+5.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | +5.2% | +8.1% | -2.9% | +3.7% |
| 30D | +20.7% | +3.4% | +17.3% | +19.7% |
| 3M | +0.8% | -6.6% | +7.4% | +1.2% |
| 6M | +12.2% | -7.1% | +19.3% | +12.4% |
| YTD | +4.2% | -14.1% | +18.4% | +5.2% |
| 1Y | -2.6% | -4.7% | +2.1% | -3.7% |
| All | -2.6% | -7.6% | +5.1% | -3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling