+29.3%
HWM vs APO
+1.0%
+28.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -1.4% | -9.3% | -10.5% |
| 7D | -9.2% | +0.1% | -9.3% | -9.1% |
| 30D | -17.9% | +3.9% | -21.7% | -18.5% |
| 3M | -6.0% | +3.8% | -9.8% | -6.8% |
| 6M | -7.4% | +22.3% | -29.6% | -9.7% |
| YTD | +13.1% | -7.8% | +20.9% | +14.6% |
| 1Y | +29.3% | -0.3% | +29.6% | +29.1% |
| All | +29.3% | +1.0% | +28.3% | +29.1% |
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