+269.4%
HPE vs APO
+54.4%
+215.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.8% | +5.4% |
| 7D | +13.6% | -1.0% | +14.6% | +14.2% |
| 30D | +7.7% | -0.4% | +8.1% | +7.5% |
| 3M | +22.4% | -0.9% | +23.3% | +22.1% |
| 6M | +172.6% | +22.1% | +150.5% | +141.3% |
| YTD | +147.5% | -8.4% | +155.9% | +156.3% |
| 1Y | +151.8% | -0.9% | +152.7% | +147.8% |
| All | +269.4% | +54.4% | +215.0% | +206.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling