+144.0%
HL vs APO
+1,727.7%
-1,583.7%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.6% |
| 7D | +7.1% | +0.1% | +7.0% | +7.1% |
| 30D | +21.4% | +3.9% | +17.6% | +19.7% |
| 3M | +37.4% | +3.8% | +33.7% | +35.3% |
| 6M | +0.4% | +22.3% | -21.9% | -6.8% |
| YTD | +6.7% | -7.8% | +14.5% | +7.8% |
| 1Y | +102.4% | -0.3% | +102.7% | +98.0% |
| 3Y | +417.4% | +57.1% | +360.3% | +321.9% |
| 5Y | +243.3% | +137.0% | +106.4% | +136.8% |
| 10Y | +242.6% | +946.8% | -704.3% | +39.7% |
| All | +144.0% | +1,727.7% | -1,583.7% | -31.3% |
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