+86.3%
HUT vs APO
+138.1%
-51.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.8% | +6.8% |
| 7D | +17.8% | -1.0% | +18.8% | +19.0% |
| 30D | +0.8% | +3.5% | -2.6% | -4.5% |
| 3M | -26.8% | +4.5% | -31.3% | -32.4% |
| 6M | +72.6% | +22.8% | +49.8% | +31.4% |
| YTD | +103.6% | -6.5% | +110.1% | +105.2% |
| 1Y | +265.3% | +0.8% | +264.4% | +231.7% |
| 3Y | +689.4% | +62.0% | +627.5% | +323.0% |
| All | +86.3% | +138.1% | -51.7% | -30.6% |
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