+293.1%
AFL vs HDB
+32.9%
+260.1%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.1% |
| 7D | -3.3% | -6.2% | +2.9% | -1.2% |
| 30D | -5.0% | -6.2% | +1.3% | -3.0% |
| 3M | -1.8% | -5.9% | +4.1% | -0.4% |
| 6M | +4.8% | -25.9% | +30.8% | +14.7% |
| YTD | +5.4% | -40.2% | +45.7% | +24.0% |
| 1Y | +9.0% | -38.0% | +47.0% | +26.3% |
| 3Y | +63.0% | -30.5% | +93.5% | +77.4% |
| 5Y | +134.5% | -38.1% | +172.6% | +160.9% |
| All | +293.1% | +32.9% | +260.1% | +220.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling