+308.1%
HUBS vs APO
+945.2%
-637.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.3% |
| 7D | -9.0% | -3.5% | -5.5% | -7.1% |
| 30D | +7.2% | -6.6% | +13.8% | +11.8% |
| 3M | +20.9% | -3.3% | +24.1% | +22.6% |
| 6M | -13.0% | +22.6% | -35.6% | -24.1% |
| YTD | -43.8% | -9.8% | -34.1% | -41.8% |
| 1Y | -54.6% | -3.9% | -50.8% | -54.8% |
| 3Y | -58.5% | +52.5% | -110.9% | -70.0% |
| 5Y | -66.4% | +134.0% | -200.4% | -81.3% |
| All | +308.1% | +945.2% | -637.1% | -7.7% |
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