+77.6%
HL vs APO
-2.1%
+79.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.3% |
| 7D | -4.4% | -3.5% | -0.8% | -4.0% |
| 30D | +9.3% | -6.6% | +15.9% | +9.9% |
| 3M | +32.0% | -3.3% | +35.3% | +32.0% |
| 6M | -6.4% | +22.6% | -29.0% | -6.3% |
| YTD | +3.1% | -9.8% | +12.9% | +6.5% |
| 1Y | +77.6% | -3.9% | +81.4% | +86.4% |
| All | +77.6% | -2.1% | +79.6% | +86.4% |
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