+234.1%
APA vs HDB
+4,291.4%
-4,057.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | +5.1% | +6.9% | -1.9% | +2.6% |
| 30D | +0.3% | +15.2% | -14.9% | -4.9% |
| 3M | +15.6% | +11.7% | +3.9% | +10.4% |
| 6M | +28.9% | +7.5% | +21.4% | +23.7% |
| YTD | +96.6% | -28.8% | +125.3% | +115.1% |
| 1Y | +95.5% | -29.1% | +124.6% | +114.2% |
| 3Y | +41.8% | -7.0% | +48.8% | +37.6% |
| 5Y | +85.4% | -22.1% | +107.5% | +88.6% |
| 10Y | +4.5% | +64.9% | -60.4% | -18.7% |
| All | +234.1% | +4,291.4% | -4,057.3% | +54.1% |
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