+1,547.2%
HWM vs APO
+920.3%
+626.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -0.9% |
| 7D | -12.5% | -4.9% | -7.6% | -10.3% |
| 30D | -19.0% | -8.4% | -10.6% | -15.6% |
| 3M | -8.6% | -2.1% | -6.6% | -8.4% |
| 6M | -10.2% | +19.2% | -29.4% | -19.2% |
| YTD | +11.3% | -10.5% | +21.9% | +14.3% |
| 1Y | +24.3% | -2.7% | +27.0% | +21.0% |
| 3Y | +382.3% | +52.5% | +329.8% | +257.6% |
| 5Y | +640.6% | +132.1% | +508.6% | +312.3% |
| All | +1,547.2% | +920.3% | +626.9% | +230.8% |
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