+6.7%
HD vs APO
+81.1%
-74.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.3% |
| 7D | +1.5% | +5.8% | -4.2% | +0.1% |
| 30D | +18.0% | +8.9% | +9.1% | +15.6% |
| 3M | +2.8% | -13.6% | +16.4% | +6.3% |
| 6M | +17.0% | -5.4% | +22.4% | +17.8% |
| YTD | +3.5% | -13.6% | +17.2% | +6.0% |
| 1Y | -2.6% | -2.5% | -0.1% | -3.4% |
| 3Y | +30.7% | +50.9% | -20.1% | +9.6% |
| All | +6.7% | +81.1% | -74.5% | -18.6% |
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 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