+635.0%
HLT vs APO
+726.5%
-91.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.6% |
| 7D | -2.6% | -4.9% | +2.3% | -0.8% |
| 30D | -2.6% | -8.4% | +5.8% | +0.3% |
| 3M | -9.4% | -2.1% | -7.4% | -9.4% |
| 6M | +2.7% | +19.2% | -16.5% | -4.9% |
| YTD | +6.8% | -10.5% | +17.3% | +9.0% |
| 1Y | +12.4% | -2.7% | +15.1% | +10.6% |
| 3Y | +100.2% | +52.5% | +47.7% | +61.3% |
| 5Y | +143.7% | +132.1% | +11.7% | +62.4% |
| 10Y | +584.9% | +924.7% | -339.9% | +160.3% |
| All | +635.0% | +726.5% | -91.4% | +183.0% |
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 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