+12,540.4%
APH vs HDB
+4,068.7%
+8,471.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.5% | -10.8% | -9.8% |
| 7D | -12.7% | +13.3% | -26.0% | -16.5% |
| 30D | -19.2% | +10.2% | -29.3% | -22.0% |
| 3M | -16.7% | +3.6% | -20.2% | -18.1% |
| 6M | +5.1% | -0.5% | +5.7% | +4.5% |
| YTD | +6.6% | -32.4% | +39.0% | +20.0% |
| 1Y | +3.9% | -31.1% | +35.0% | +16.2% |
| 3Y | +246.0% | -12.6% | +258.6% | +250.4% |
| 5Y | +268.0% | -25.7% | +293.6% | +287.4% |
| 10Y | +868.2% | +56.5% | +811.7% | +650.3% |
| All | +12,540.4% | +4,068.7% | +8,471.8% | +3,844.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling