+342.5%
AFL vs HDB
+63.5%
+278.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.7% |
| 7D | +2.9% | +2.7% | +0.1% | +2.0% |
| 30D | +8.0% | +14.1% | -6.2% | +3.3% |
| 3M | +5.9% | +11.8% | -5.9% | +1.7% |
| 6M | +11.6% | +8.2% | +3.5% | +7.7% |
| YTD | +17.5% | -29.3% | +46.8% | +30.4% |
| 1Y | +13.3% | -28.8% | +42.1% | +25.2% |
| 3Y | +67.0% | -7.5% | +74.5% | +64.0% |
| 5Y | +150.6% | -23.1% | +173.7% | +157.5% |
| All | +342.5% | +63.5% | +278.9% | +239.6% |
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