+204.9%
HOOD vs APO
+137.6%
+67.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.6% |
| 7D | +17.1% | -1.0% | +18.1% | +18.3% |
| 30D | +31.6% | +3.5% | +28.1% | +27.4% |
| 3M | +38.2% | +4.5% | +33.7% | +31.4% |
| 6M | +48.5% | +22.8% | +25.8% | +21.8% |
| YTD | +8.0% | -6.5% | +14.5% | +12.6% |
| 1Y | +18.7% | +0.8% | +17.8% | +14.0% |
| 3Y | +999.1% | +62.0% | +937.1% | +620.6% |
| All | +204.9% | +137.6% | +67.3% | +46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling