+342.1%
HWM vs APO
+53.0%
+289.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.8% | -1.7% |
| 7D | +7.3% | +5.8% | +1.5% | +5.1% |
| 30D | +1.6% | +8.9% | -7.3% | -1.9% |
| 3M | -21.9% | -13.6% | -8.2% | -17.8% |
| 6M | -19.0% | -5.4% | -13.7% | -18.1% |
| YTD | +7.9% | -13.6% | +21.6% | +12.6% |
| 1Y | +9.9% | -2.5% | +12.4% | +7.9% |
| 3Y | +342.1% | +50.9% | +291.3% | +283.9% |
| All | +342.1% | +53.0% | +289.1% | +283.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling