+575.2%
HLT vs APO
+945.2%
-370.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.3% |
| 7D | -1.6% | -3.5% | +1.9% | -0.4% |
| 30D | -5.0% | -6.6% | +1.5% | -2.9% |
| 3M | -10.4% | -3.3% | -7.1% | -10.0% |
| 6M | +3.2% | +22.6% | -19.4% | -5.5% |
| YTD | +6.7% | -9.8% | +16.5% | +8.7% |
| 1Y | +10.3% | -3.9% | +14.1% | +9.1% |
| 3Y | +99.3% | +52.5% | +46.9% | +60.1% |
| 5Y | +143.7% | +134.0% | +9.7% | +60.5% |
| All | +575.2% | +945.2% | -370.0% | +189.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling