+362.8%
HPE vs APO
+136.0%
+226.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.8% | +5.4% |
| 7D | +13.6% | -1.0% | +14.6% | +14.1% |
| 30D | +7.7% | -0.4% | +8.1% | +7.6% |
| 3M | +22.4% | -0.9% | +23.3% | +22.2% |
| 6M | +172.6% | +22.1% | +150.5% | +144.0% |
| YTD | +147.5% | -8.4% | +155.9% | +154.1% |
| 1Y | +151.8% | -0.9% | +152.7% | +147.6% |
| 3Y | +267.1% | +56.1% | +210.9% | +193.3% |
| 5Y | +362.8% | +136.0% | +226.7% | +203.4% |
| All | +362.8% | +136.0% | +226.7% | +203.4% |
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