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  • HUT vs APO✓SelectedUSD · APOHUT vs APO performance historyLatest closeAs of+6.19%09/04
Stock and ETF performance explorer

HUT vs APO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+420.1%
APO return
+436.1%
Excess return
-16.0%
Maximum drawdown
-95.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioAPOExcessAlpha
1D+6.2%-0.6%+6.8%+6.6%
7D+17.8%-1.0%+18.8%+18.6%
30D+0.8%+3.5%-2.6%-2.8%
3M-26.8%+4.5%-31.3%-30.5%
6M+72.6%+22.8%+49.8%+43.8%
YTD+103.6%-6.5%+110.1%+106.0%
1Y+265.3%+0.8%+264.4%+246.2%
3Y+689.4%+62.0%+627.5%+473.6%
5Y+75.3%+138.2%-62.9%+5.2%
All+420.1%+436.1%-16.0%+129.0%

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