+243.8%
HPQ vs APO
+945.2%
-701.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.8% | +7.6% | +8.1% |
| 7D | +9.8% | -3.5% | +13.3% | +11.3% |
| 30D | +22.4% | -6.6% | +28.9% | +25.6% |
| 3M | +45.2% | -3.3% | +48.4% | +46.1% |
| 6M | +96.4% | +22.6% | +73.8% | +78.8% |
| YTD | +65.4% | -9.8% | +75.2% | +69.2% |
| 1Y | +31.6% | -3.9% | +35.4% | +31.0% |
| 3Y | +37.0% | +52.5% | -15.4% | +10.0% |
| 5Y | +53.0% | +134.0% | -81.0% | +0.3% |
| All | +243.8% | +945.2% | -701.4% | +40.7% |
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 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