+12.1%
HLT vs APO
+1.9%
+10.3%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -3.3% | -1.0% | -2.3% | -3.2% |
| 30D | -4.1% | +3.5% | -7.5% | -4.8% |
| 3M | -7.9% | +4.5% | -12.5% | -9.0% |
| 6M | +2.2% | +22.8% | -20.6% | -2.6% |
| YTD | +8.5% | -6.5% | +15.0% | +9.9% |
| 1Y | +12.1% | +0.8% | +11.3% | +10.1% |
| All | +12.1% | +1.9% | +10.3% | +10.1% |
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 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