+163.7%
APD vs HDB
+34.0%
+129.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -0.3% |
| 7D | -2.5% | -2.0% | -0.4% | -1.9% |
| 30D | -1.9% | -4.9% | +3.0% | -0.5% |
| 3M | +8.2% | -2.3% | +10.5% | +8.3% |
| 6M | +10.7% | -23.7% | +34.5% | +18.6% |
| YTD | +22.9% | -38.5% | +61.4% | +40.2% |
| 1Y | +5.8% | -36.5% | +42.3% | +19.3% |
| 3Y | +7.8% | -28.5% | +36.2% | +14.8% |
| 5Y | +26.1% | -37.4% | +63.5% | +37.8% |
| 10Y | +163.7% | +34.0% | +129.7% | +123.2% |
| All | +163.7% | +34.0% | +129.7% | +123.2% |
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