+355.9%
APH vs HDB
-35.4%
+391.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.7% |
| 6M | +25.2% | -24.7% | +49.9% | +36.3% |
| YTD | +22.9% | -36.6% | +59.5% | +40.9% |
| 1Y | +47.8% | -34.4% | +82.2% | +67.1% |
| 3Y | +283.0% | -24.4% | +307.4% | +303.9% |
| All | +355.9% | -35.4% | +391.4% | +395.9% |
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 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