+951.3%
APH vs HDB
+61.5%
+889.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.7% | +5.5% | +7.3% |
| 7D | +1.1% | +13.7% | -12.6% | -3.2% |
| 30D | -7.5% | +15.8% | -23.3% | -12.1% |
| 3M | -4.4% | +9.2% | -13.7% | -7.5% |
| 6M | +26.5% | +3.2% | +23.3% | +24.3% |
| YTD | +20.0% | -29.4% | +49.4% | +32.9% |
| 1Y | +16.9% | -27.9% | +44.8% | +28.4% |
| 3Y | +288.5% | -5.9% | +294.4% | +282.4% |
| 5Y | +310.3% | -23.5% | +333.8% | +325.3% |
| 10Y | +951.3% | +61.3% | +890.0% | +795.3% |
| All | +951.3% | +61.5% | +889.8% | +795.3% |
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