+152.5%
HPQ vs APO
+1,612.1%
-1,459.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | -0.1% | +1.0% |
| 7D | +3.2% | +5.8% | -2.6% | +1.1% |
| 30D | -3.6% | +8.9% | -12.5% | -6.6% |
| 3M | -5.3% | -13.6% | +8.4% | -0.6% |
| 6M | +41.1% | -5.4% | +46.5% | +42.4% |
| YTD | +36.9% | -13.6% | +50.5% | +41.5% |
| 1Y | +23.5% | -2.5% | +26.0% | +22.3% |
| 3Y | +19.6% | +50.9% | -31.3% | -1.2% |
| 5Y | +11.4% | +81.4% | -70.0% | -16.4% |
| 10Y | +160.6% | +843.9% | -683.3% | +11.4% |
| All | +152.5% | +1,612.1% | -1,459.5% | -13.7% |
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