+1,520.0%
HWM vs APO
+880.7%
+639.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.2% |
| 7D | +5.0% | +0.2% | +4.8% | +5.0% |
| 30D | +1.5% | +3.1% | -1.6% | -0.5% |
| 3M | -20.3% | -12.0% | -8.3% | -16.0% |
| 6M | -18.0% | -5.0% | -13.1% | -17.2% |
| YTD | +9.5% | -14.0% | +23.5% | +13.9% |
| 1Y | +7.5% | -5.9% | +13.4% | +6.4% |
| 3Y | +355.7% | +51.6% | +304.1% | +238.0% |
| 5Y | +610.2% | +80.8% | +529.4% | +355.6% |
| 10Y | +1,516.8% | +839.9% | +676.8% | +250.4% |
| All | +1,520.0% | +880.7% | +639.3% | +229.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling