+204.2%
APA vs HDB
+3,812.1%
-3,608.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.0% |
| 7D | +0.5% | +0.4% | +0.1% | +0.4% |
| 30D | +23.4% | -2.8% | +26.2% | +24.5% |
| 3M | +12.7% | -3.5% | +16.2% | +13.2% |
| 6M | +39.4% | -24.7% | +64.1% | +50.6% |
| YTD | +79.0% | -36.6% | +115.5% | +105.3% |
| 1Y | +88.8% | -34.4% | +123.2% | +113.4% |
| 3Y | +6.4% | -24.4% | +30.7% | +11.6% |
| 5Y | +153.0% | -35.4% | +188.3% | +177.1% |
| 10Y | +7.5% | +39.5% | -32.0% | -10.9% |
| All | +204.2% | +3,812.1% | -3,608.0% | +47.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling