-4.9%
APA vs HDB
+34.0%
-38.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.0% | +4.8% | +3.1% |
| 7D | -1.7% | -2.0% | +0.4% | -0.9% |
| 30D | +15.7% | -4.9% | +20.6% | +17.9% |
| 3M | +16.5% | -2.3% | +18.8% | +16.1% |
| 6M | +35.1% | -23.7% | +58.8% | +47.7% |
| YTD | +82.2% | -38.5% | +120.7% | +120.1% |
| 1Y | +102.5% | -36.5% | +138.9% | +140.0% |
| 3Y | +10.3% | -28.5% | +38.8% | +19.1% |
| 5Y | +166.1% | -37.4% | +203.5% | +201.8% |
| 10Y | -4.9% | +34.0% | -38.9% | -21.6% |
| All | -4.9% | +34.0% | -38.9% | -21.6% |
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