+127.0%
HOOD vs APO
+75.6%
+51.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.7% | -1.7% | -1.1% |
| 7D | -0.6% | +2.3% | -2.9% | -3.0% |
| 30D | -23.6% | +3.0% | -26.6% | -26.1% |
| 3M | -10.7% | -3.7% | -7.0% | -8.6% |
| 6M | +8.2% | -7.5% | +15.6% | +13.7% |
| YTD | -26.3% | -14.5% | -11.8% | -17.3% |
| 1Y | -36.1% | -6.2% | -29.9% | -34.3% |
| 3Y | +950.7% | +51.9% | +898.8% | +616.3% |
| 5Y | +127.0% | +76.5% | +50.6% | +27.3% |
| All | +127.0% | +75.6% | +51.5% | +27.3% |
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 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