+276.2%
HPE vs APO
+81.1%
+195.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.7% | -5.5% | -4.5% |
| 7D | +7.9% | +5.8% | +2.1% | +5.1% |
| 30D | -23.5% | +8.9% | -32.4% | -26.9% |
| 3M | -19.1% | -13.6% | -5.4% | -13.7% |
| 6M | +51.4% | -5.4% | +56.8% | +53.5% |
| YTD | +103.4% | -13.6% | +117.1% | +114.0% |
| 1Y | +114.4% | -2.5% | +116.9% | +112.1% |
| 3Y | +224.7% | +50.9% | +173.8% | +159.9% |
| All | +276.2% | +81.1% | +195.1% | +169.7% |
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