+621.7%
HPE vs APO
+1,050.5%
-428.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.2% |
| 7D | -0.6% | -1.0% | +0.4% | -0.1% |
| 30D | -2.3% | +3.5% | -5.8% | -4.0% |
| 3M | -2.9% | +4.5% | -7.4% | -5.3% |
| 6M | +143.6% | +22.8% | +120.8% | +118.6% |
| YTD | +118.5% | -6.5% | +125.0% | +121.5% |
| 1Y | +129.2% | +0.8% | +128.4% | +123.3% |
| 3Y | +212.5% | +62.0% | +150.6% | +143.5% |
| 5Y | +286.9% | +138.2% | +148.7% | +143.8% |
| 10Y | +432.3% | +940.3% | -507.9% | +65.1% |
| All | +621.7% | +1,050.5% | -428.8% | +102.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling