+1,059.7%
APH vs HDB
+38.3%
+1,021.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +5.0% | +0.4% | +4.5% | +4.8% |
| 30D | -3.9% | -2.8% | -1.1% | -3.1% |
| 3M | +13.0% | -3.5% | +16.5% | +13.8% |
| 6M | +25.2% | -24.7% | +49.9% | +36.5% |
| YTD | +22.9% | -36.6% | +59.5% | +41.4% |
| 1Y | +47.8% | -34.4% | +82.2% | +67.7% |
| 3Y | +283.0% | -24.4% | +307.4% | +306.7% |
| 5Y | +349.7% | -35.4% | +385.0% | +393.6% |
| All | +1,059.7% | +38.3% | +1,021.4% | +951.9% |
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