+56.2%
HL vs APO
+1,612.1%
-1,555.8%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.4% |
| 7D | -11.1% | +5.8% | -16.9% | -12.7% |
| 30D | -12.1% | +8.9% | -21.0% | -14.4% |
| 3M | -26.1% | -13.6% | -12.5% | -22.7% |
| 6M | -37.7% | -5.4% | -32.4% | -36.9% |
| YTD | -31.7% | -13.6% | -18.1% | -29.5% |
| 1Y | -11.6% | -2.5% | -9.2% | -12.2% |
| 3Y | +249.6% | +50.9% | +198.8% | +189.3% |
| 5Y | +108.5% | +81.4% | +27.1% | +57.1% |
| 10Y | +127.0% | +843.9% | -716.9% | -4.0% |
| All | +56.2% | +1,612.1% | -1,555.8% | -55.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling