+38.6%
HPQ vs APO
+136.0%
-97.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.6% | +5.2% |
| 7D | +2.2% | -1.0% | +3.2% | +2.6% |
| 30D | +9.7% | -0.4% | +10.1% | +9.7% |
| 3M | +32.7% | -0.9% | +33.6% | +32.3% |
| 6M | +77.7% | +22.1% | +55.6% | +61.3% |
| YTD | +51.0% | -8.4% | +59.4% | +54.1% |
| 1Y | +18.4% | -0.9% | +19.3% | +16.5% |
| 3Y | +25.6% | +56.1% | -30.6% | -2.0% |
| 5Y | +38.6% | +136.0% | -97.4% | -11.9% |
| All | +38.6% | +136.0% | -97.4% | -11.9% |
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