+3.3%
HWM vs APO
-8.0%
+11.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.7% | +0.4% | +4.4% |
| 7D | +1.6% | +2.3% | -0.7% | +1.4% |
| 30D | -3.9% | +3.0% | -6.9% | -4.3% |
| 3M | -23.2% | -3.7% | -19.5% | -23.0% |
| 6M | -20.0% | -7.5% | -12.5% | -19.6% |
| YTD | +5.7% | -14.5% | +20.2% | +8.1% |
| All | +3.3% | -8.0% | +11.4% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling