+489.7%
HPE vs APO
+936.6%
-446.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.3% | -3.9% | -5.2% |
| 7D | +1.4% | -4.9% | +6.3% | +3.8% |
| 30D | +1.5% | -8.4% | +10.0% | +5.6% |
| 3M | +21.7% | -2.1% | +23.8% | +22.3% |
| 6M | +164.2% | +19.2% | +144.9% | +140.3% |
| YTD | +132.1% | -10.5% | +142.6% | +140.0% |
| 1Y | +130.6% | -2.7% | +133.4% | +128.5% |
| 3Y | +244.1% | +52.5% | +191.6% | +176.1% |
| 5Y | +340.8% | +132.1% | +208.7% | +182.0% |
| All | +489.7% | +936.6% | -446.8% | +119.3% |
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