+1,490.9%
HWM vs APO
+821.0%
+669.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.2% |
| 7D | +11.1% | +3.5% | +7.7% | +9.3% |
| 30D | +3.0% | +4.4% | -1.4% | +0.3% |
| 3M | -20.7% | -12.1% | -8.6% | -16.3% |
| 6M | -17.2% | -7.2% | -10.0% | -15.4% |
| YTD | +9.1% | -15.1% | +24.2% | +14.2% |
| 1Y | +9.0% | -7.7% | +16.7% | +9.0% |
| 3Y | +353.8% | +49.6% | +304.3% | +238.9% |
| 5Y | +608.0% | +78.3% | +529.8% | +357.7% |
| All | +1,490.9% | +821.0% | +669.9% | +251.4% |
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