+419.5%
HL vs APO
+54.4%
+365.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.1% |
| 7D | +0.4% | -1.0% | +1.4% | +0.6% |
| 30D | +18.8% | -0.4% | +19.2% | +18.7% |
| 3M | +43.7% | -0.9% | +44.6% | +43.6% |
| 6M | -1.0% | +22.1% | -23.2% | -6.7% |
| YTD | +8.7% | -8.4% | +17.1% | +11.1% |
| 1Y | +105.0% | -0.9% | +105.9% | +103.6% |
| All | +419.5% | +54.4% | +365.1% | +315.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling