-0.1%
APA vs HDB
+61.4%
-61.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.0% |
| 7D | -5.5% | +12.7% | -18.3% | -10.2% |
| 30D | -1.2% | +16.6% | -17.8% | -7.5% |
| 3M | +10.6% | +10.8% | -0.2% | +5.2% |
| 6M | +28.4% | +3.8% | +24.6% | +24.1% |
| YTD | +89.7% | -28.9% | +118.6% | +114.6% |
| 1Y | +90.6% | -28.0% | +118.6% | +114.0% |
| 3Y | +36.9% | -7.2% | +44.1% | +30.5% |
| 5Y | +83.2% | -22.2% | +105.5% | +86.4% |
| 10Y | -0.1% | +63.6% | -63.7% | -24.8% |
| All | -0.1% | +61.4% | -61.5% | -24.8% |
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