+141.2%
AAPL vs HDB
-22.5%
+163.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | +5.0% | +12.7% | -7.7% | +1.4% |
| 30D | +3.5% | +16.6% | -13.1% | -1.2% |
| 3M | +13.1% | +10.8% | +2.3% | +9.4% |
| 6M | +19.0% | +3.8% | +15.2% | +16.9% |
| YTD | +28.5% | -28.9% | +57.4% | +41.6% |
| 1Y | +29.7% | -28.0% | +57.7% | +42.2% |
| 3Y | +89.2% | -7.2% | +96.4% | +85.8% |
| 5Y | +141.2% | -22.2% | +163.5% | +145.1% |
| All | +141.2% | -22.5% | +163.7% | +145.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 5y: compounded portfolio wealth divided by compounded HDB 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…
5y analysis · Full analysis span regression · 6 months rolling