+664.8%
HUBS vs APO
+872.0%
-207.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -3.9% |
| 7D | -6.2% | -1.0% | -5.2% | -5.7% |
| 30D | +6.6% | -0.4% | +7.0% | +7.1% |
| 3M | +16.4% | -0.9% | +17.3% | +16.4% |
| 6M | -19.7% | +22.1% | -41.9% | -29.3% |
| YTD | -42.6% | -8.4% | -34.3% | -41.1% |
| 1Y | -54.2% | -0.9% | -53.2% | -55.1% |
| 3Y | -57.1% | +56.1% | -113.3% | -68.7% |
| 5Y | -66.2% | +136.0% | -202.3% | -80.5% |
| 10Y | +328.3% | +949.3% | -621.1% | +21.5% |
| All | +664.8% | +872.0% | -207.3% | +121.0% |
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