+183.2%
APD vs HDB
+61.4%
+121.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.2% |
| 7D | -0.2% | +12.7% | -12.9% | -3.5% |
| 30D | +11.0% | +16.6% | -5.6% | +6.3% |
| 3M | +1.3% | +10.8% | -9.5% | -1.9% |
| 6M | +6.4% | +3.8% | +2.5% | +4.3% |
| YTD | +28.9% | -28.9% | +57.8% | +40.8% |
| 1Y | +23.2% | -28.0% | +51.2% | +34.0% |
| 3Y | +26.3% | -7.2% | +33.5% | +23.7% |
| 5Y | +12.0% | -22.2% | +34.3% | +14.5% |
| 10Y | +183.2% | +63.6% | +119.6% | +126.0% |
| All | +183.2% | +61.4% | +121.8% | +126.0% |
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