+10.8%
HD vs APO
+138.1%
-127.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | -2.1% | -1.0% | -1.0% | -1.8% |
| 30D | -8.4% | +3.5% | -11.9% | -9.3% |
| 3M | +4.3% | +4.5% | -0.2% | +2.9% |
| 6M | -11.1% | +22.8% | -33.9% | -16.1% |
| YTD | -4.7% | -6.5% | +1.8% | -4.1% |
| 1Y | -19.8% | +0.8% | -20.6% | -21.2% |
| 3Y | +4.1% | +62.0% | -57.9% | -13.8% |
| All | +10.8% | +138.1% | -127.3% | -21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling