+88.8%
APA vs HDB
-34.6%
+123.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.3% |
| 7D | +0.5% | +0.4% | +0.1% | +0.7% |
| 30D | +23.4% | -2.8% | +26.2% | +22.4% |
| 3M | +12.7% | -3.5% | +16.2% | +12.8% |
| 6M | +39.4% | -24.7% | +64.1% | +37.2% |
| YTD | +79.0% | -36.6% | +115.5% | +81.1% |
| 1Y | +88.8% | -34.4% | +123.2% | +87.5% |
| All | +88.8% | -34.6% | +123.5% | +87.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling