-2.6%
HD vs APO
-6.0%
+3.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.2% |
| 7D | +1.5% | +5.8% | -4.2% | +0.5% |
| 30D | +18.0% | +8.9% | +9.1% | +16.3% |
| 3M | +2.8% | -13.6% | +16.4% | +3.9% |
| 6M | +17.0% | -5.4% | +22.4% | +16.8% |
| YTD | +3.5% | -13.6% | +17.2% | +4.1% |
| 1Y | -2.6% | -2.5% | -0.1% | -4.5% |
| All | -2.6% | -6.0% | +3.4% | -4.5% |
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