+1,579.2%
HWM vs APO
+903.0%
+676.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.7% | +0.4% | +2.8% |
| 7D | +1.6% | +2.3% | -0.7% | 0.0% |
| 30D | -3.9% | +3.0% | -6.9% | -5.8% |
| 3M | -23.2% | -3.7% | -19.5% | -22.7% |
| 6M | -20.0% | -7.5% | -12.5% | -18.2% |
| YTD | +5.7% | -14.5% | +20.2% | +10.3% |
| 1Y | +4.9% | -6.2% | +11.0% | +3.9% |
| 3Y | +347.0% | +51.9% | +295.1% | +231.0% |
| 5Y | +563.0% | +76.5% | +486.6% | +330.8% |
| 10Y | +1,579.2% | +895.2% | +683.9% | +248.3% |
| All | +1,579.2% | +903.0% | +676.1% | +248.3% |
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