+883.4%
APH vs HDB
+57.5%
+825.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.8% | +2.3% | +3.5% |
| 7D | -5.9% | +13.3% | -19.3% | -9.9% |
| 30D | -14.8% | +13.6% | -28.4% | -18.5% |
| 3M | -12.4% | +5.8% | -18.2% | -14.4% |
| 6M | +8.1% | -1.9% | +10.0% | +7.9% |
| YTD | +10.9% | -31.2% | +42.1% | +23.8% |
| 1Y | +8.8% | -29.6% | +38.3% | +20.3% |
| 3Y | +262.1% | -10.1% | +272.2% | +261.7% |
| 5Y | +283.1% | -24.3% | +307.5% | +298.3% |
| All | +883.4% | +57.5% | +825.9% | +744.9% |
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