+220.1%
HUT vs APO
+395.2%
-175.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.7% | -8.9% | -8.3% |
| 7D | +9.3% | +5.8% | +3.6% | +5.3% |
| 30D | -23.1% | +8.9% | -32.0% | -29.8% |
| 3M | -30.6% | -13.6% | -17.0% | -25.7% |
| 6M | -46.9% | -5.4% | -41.5% | -47.5% |
| YTD | +25.3% | -13.6% | +38.9% | +30.3% |
| 1Y | +59.8% | -2.5% | +62.3% | +52.5% |
| 3Y | +467.2% | +50.9% | +416.3% | +322.6% |
| 5Y | -24.6% | +81.4% | -106.0% | -49.5% |
| All | +220.1% | +395.2% | -175.1% | +44.9% |
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 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