+231.1%
HOOD vs APO
+146.1%
+85.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.2% |
| 7D | +7.7% | -1.0% | +8.7% | +9.0% |
| 30D | +22.0% | -0.4% | +22.3% | +22.1% |
| 3M | +37.6% | -0.9% | +38.5% | +37.4% |
| 6M | +45.3% | +22.1% | +23.1% | +19.3% |
| YTD | +1.9% | -8.4% | +10.3% | +8.3% |
| 1Y | -2.7% | -0.9% | -1.8% | -5.3% |
| 3Y | +973.4% | +56.1% | +917.2% | +616.7% |
| 5Y | +179.3% | +136.0% | +43.3% | +19.7% |
| All | +231.1% | +146.1% | +85.0% | +27.6% |
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