+955.2%
APH vs HDB
+61.4%
+893.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.2% |
| 7D | -5.0% | +12.7% | -17.7% | -8.8% |
| 30D | -8.4% | +16.6% | -25.0% | -13.1% |
| 3M | -4.5% | +10.8% | -15.3% | -8.0% |
| 6M | +25.3% | +3.8% | +21.4% | +22.8% |
| YTD | +18.9% | -28.9% | +47.8% | +31.3% |
| 1Y | +11.9% | -28.0% | +39.9% | +23.0% |
| 3Y | +278.0% | -7.2% | +285.1% | +273.9% |
| 5Y | +306.4% | -22.2% | +328.7% | +319.1% |
| 10Y | +955.2% | +63.6% | +891.6% | +799.4% |
| All | +955.2% | +61.4% | +893.8% | +799.4% |
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