-37.7%
HL vs APO
-5.0%
-32.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.7% |
| 7D | -11.1% | +5.8% | -16.9% | -13.5% |
| 30D | -12.1% | +8.9% | -21.0% | -15.3% |
| 3M | -26.1% | -13.6% | -12.5% | -23.4% |
| 6M | -37.7% | -5.4% | -32.4% | -37.0% |
| All | -37.7% | -5.0% | -32.7% | -37.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling