+285.2%
APH vs HDB
-23.2%
+308.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.9% |
| 7D | +4.9% | +2.7% | +2.1% | +4.0% |
| 30D | -5.4% | +14.1% | -19.5% | -9.6% |
| 3M | -5.5% | +11.8% | -17.3% | -9.2% |
| 6M | +25.9% | +8.2% | +17.7% | +21.7% |
| YTD | +16.4% | -29.3% | +45.7% | +28.4% |
| 1Y | +16.5% | -28.8% | +45.3% | +28.1% |
| 3Y | +270.9% | -7.5% | +278.3% | +263.0% |
| All | +285.2% | -23.2% | +308.3% | +290.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling